Hi, Though I have been in markets since some time, I have not made any money as I have not consistently invested in the markets. I have been reading through valuepickr posts for some time and decided to build a portfolio for long term.
In this thread, I would like to discuss about my portfolio and get feed back from the fellow valuepickrs.I invested 15 perc of the amount last week, decided do SIP going forward.
|HDFC Bank||Banking/Finance||10%||Leader in Bankaing|
|Dmart||Retail||9%||Leader in Retail|
|ICICI Lombard General||Insurance||9%||Leader in General Insurance|
|Asian||Paint||8%||Leader in Paints|
|Pidilite||Adhesives||8%||Leader in its segment|
|Bajaj Finance||Banking/Finance||8%||Leader in Consurmer Finanace|
|Polycab||Cables/Wires||7%||Good Products, trying to increase market share.|
|IDFC First||Banking/Finance||7%||Hope Story, trusting capital first management.|
|PI Industries||Chemicals||7%||Agro + CRAMS|
|LTTS||IT||6%||Leading global ER&D services company.|
|Equitas||Banking/Finance||6%||Trying to be retail bank|
|Sterlite||Telcom||6%||5G Story Unfold, Should benefit Sterlite|
Will keenly wait for your comments.