Portfolio for next few quarters- halfs

I have been a trader for the last 5 years now. And I have become a full-timer just recently. I have never seriously thought of building a long term portfolio, so here’s what I am doing.

As with trading, I like to take a take a dynamic view of things, so stocks will keep getting added and deleted. So for the next foreseeable time, my picks are:

S.No Name
1 Tata Consumer
2 HDFC Life
3 GMM Pfaudler
4 Coromandel
5 PI Industries
6 Deepak Nitrite
7 Navin Fluorine
8 Bayer
9 3M
10 TVS Sri Chakra
12 MCX
13 IEX
14 Dixon
16 Alembic
17 Astra Zeneca
18 Narayana Hrudayalaya