Hi
I am a novice investor and I started building my portfolio over the last 1 year. This is my current portfolio
I just need an advise from senior pros in the forum regarding the following items
- Should I deploy the additional investments in same set of companies over which I have understanding or should I start following new set of companies as I feel my portfolio is a lot skewed towards pharma and finance
- If I want to deploy the cash on same set of companies that i hold how should I decide on what basis should I increase the allocation ??
should I be increasing the weights in the company based on quarter on quarter results and the comfort levels that I get but I am afraid of prices running up faster than the growth in the companies that I hold
Disclaimer:
I am not a SEBI registered research analyst. The
above portfolio is not a buy or sell recommendation. Please do your own
due diligence before taking an investment decision. I may sell, switch,
or further buy any of the stocks mentioned above on my discretion.