Nirmal portfolio-Request advice

Q&A: Questions & Answers Portfolio Q&A
3

Hi,

Good to see yourself graduating from MFs to direct equities. Also sounds got lucky to have invested during the recent market crash. My views on your portfolio are:

  1. You have a full time day job, then how do you plan to keep a track of 21 stocks for next 10 years? Too many stocks, you need to cut down to 10 high quality names.
  2. I would be a bit cautious on the financial names and autos.
  3. Portfolio lacks pharma name.
  4. VP platform has so many small/micro names, but again the question is do you really have time to track these? if no, just stay away and stick to the high quality names only.

All the best.