Here is my portfolio.
****MAYUR 30% **
****AVT 4% **
**PI 2% **
My investment philosophy.
1). Invest only when you trust the management. A capable management should be able correct any shortcomings and steer the company in the direction
2). Keep it simple. Prefer the company with less number of variables with decent financials
3). Don’t be part of the crowd and be wary of market gurus.
4.** Don’t worry too about short term fluctuations. Investment is like a ten year marathon, it is not an one year sprint
5). Have reasonable expectations, if you follow the above there is a good possibility of exceeding expectations in a long period