I start investing in 2017 but I made the initial investment based on the news channel suggestion, cyclical shares at the top.
I want to rebalance my portfolio with Large Cap - 50 %, Mid Cap - 30 %, and Small Cap 20 %
Current Portfolio
Portfolio Stocks :
Stocks Net chg. Percentage Allocation
SECURKLOUD -76.7 0.75
JISLJALEQS -68.43 7.45
KMSUGAR -29.78 0.56
UJJIVANSFB -27.77 2.34
RBLBANK -24.68 5.00
TWL -16.58 3.26
COCHINSHIP -10.6 7.85
ITC -4.88 10.93
SWSOLAR -2.64 5.28
BECTORFOOD -2.21 2.88
SUMICHEM -1.96 1.82
EICHERMOT 0.31 2.44
HCLTECH 1.63 3.53
SYNGENE 4.86 2.25
ICICIGI 4.93 2.64
RELAXO 5.32 3.55
HDFCAMC 7.99 5.56
KSCL 9.17 1.05
HINDUNILVR 9.34 4.28
RELIANCE 11.17 5.58
METROPOLIS 24.61 0.76
ALLCARGO 24.95 0.84
LT 30.78 2.25
CAMS 42.1 2.60
POLYCAB 47.75 4.12
STLTECH 59.8 1.77
MEGH 107 4.87
SEQUENT 217.86 1.90
ROUTE 363.71 1.36
PRINCEPIPE 421.9 0.55
I want to reduce my above portfolio from 30 shares to between 15 to 20 Shares and continue to do SIP.
Portfolio Stock Selection :
1.Reliance (Already in portfolio)
2.HDFC AMC (Concerned as QOQ Market share is reducing already in current portfolio)
3.Route (Already in portfolio)
4.Sequent Scientific (Already in the portfolio, what should be exit price)
5.Relaxo (Already in portfolio)
6.Meghmani Organics(Expansion and demerger as value unlocking, looking to exit near 175-180)
7.HCL Tech (Already in portfolio)
8.CAMS (Already in the portfolio, Should I book profit as it runs a lot recently)
9.LT (Already in portfolio )
10.Polycab (Already in the portfolio, what should be idle exit price)
11.Bector Foods (Already in the portfolio, want to shift some amount from ITC into Bector Foods)
12.ICICI Lombard (Already in the portfolio)
13.ITC (Already in the Portfolio)
14.HUL (Already in the portfolio)
15.Syngene (Already in the portfolio)
I am looking to enter into below stocks:
1.Nazara
2.Akzo Nobel
3.Airtel
4.ICICI Bank
5.La Opala
Want to Play Covid Recovery:
1.Wonderla
2.Delta Corp
3.PVR
4.Avanti Feeds & Apex Frozen
What should I do in Jain Irrigation, RBL Bank, Ujjivan SFB, TWL, Cochin Shipyard, and 8K miles? My horizon is long-term but no major improvement happening in quarterly results.
How to rebalance between ITC, HUL, and Bector foods? Any Ideas
I am bullish on Metropolis, Dr. Lalpath, HDFC Life in long run but currently, they are seating on high valuation. (Donβt know the covid impact on their business)
Please feel free to provide any suggestion.