First of all, thanks Donald, Hitesh and all other Value Pickrs for willingness to share their experiences, their guidance and feedback. God bless you all!
This is my portfolio as of 10th April. Most of them are Value Pickr stocks / well discussed here and are looking expensive. I have 25% cash and 5 years investment horizon to make use of corrections in these. I have not booked profit except partial booking in Astral. Can we expect market beating returns from this pf or does it require a change? What stocks I can let go off to keep a 15 stock pf? Please share your view.
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