I recently joined this wonderful forum as a member. Prior to that, as a guest, I was going through the plethora of information present here from so many knowledgeable persons. Kudos to the moderators and nice folks who have made the forum so robust and full of information.
I started investing into direct equities from 2017. My investment objective is to have a moderate 10-12% of CAGR with my portfolio which I’ve failed to achieve. Although I’ve learnt some valuable lessons within this short stint of time. One major lesson will be - “Concentration creates wealth, while diversification protects wealth”. I’ve always noticed in hindsight that if I would have allocated more to certain stocks, I’d have been more profitable. Also I’m yet to figure out an exit strategy for my stocks.
I am interested in adding few sectoral tailwinds(e.g. pharma, specialty chemical) to the folio to take advantage of the current situation. At the same time, I’m fearful of a cluttered folio. I want to keep the no. of stocks in my portfolio in the range of 10-12 with a bias to low beta.
Below is a snapshot of my current holdings. Open to any suggestions, criticism or inputs from senior folks and fellow members.