Hello,
I am new to this forum and looking for suggestions / views on my portfolio. My portfolio does not have large caps as for next couple of years I am looking for a major kick in the portfolio. Need your views on which stocks can be added or removed plus increase / decrease in allocation to current holdings.
My view is long term and wish is app. 20% CAGR. TIA.
Relaxo 15.2%
Sintex 14.9%
Repco 9.9%
Motherson Sumi 8.9%
Page 8.7%
DCB 7.5%
MCX 6.1%
Kitex 5.6%
Cummins 4.6%
Mayur Uniquoters 4.1%
Gruh 3.7%
Fortis Health 3.4%
Rain Industries 2.7%
Nandan Denim 2.7%
Dhanuka 2.1%