Hi All,
Instead of listing down stocks would like to list my portfolio in sectoral distribution as listed below. These were built over the period of last 1-2 years. The % in bracket is the sectoral returns during the same period.
Would be very helpful if am given a expert view as to my distribution and any course correction needed at this time of the rally.
Banking & Finance - 5.64% (54.1%)
Chemicals - 9.73% (10.42%)
Consumer Durables - 4.98% (136.28%)
Food & beverages - 7.23% (57.1%)
IT - 9.08% (51.69%)
Manufacturing - 3.69% (101.85)
Media & Entertainment - 5.43% (-11.8%)
Metal & mining - 4.59% (29.48%)
Misc - 10.8% (123.6%) -> Kaveri Seed & Apar Ind
Oil & Gas - 13.22% (19.7%)
Pharma - 24.3% (45.23%)
Utilities - 0.8% (38.91%) -> Neyveli Lignite
Thanks,
Hari