Here is my portfolio, all the stocks are secular consumer growth base stocks. Please advice & discuss pros and cons, want to reduce size of 8 from 15. Thank you!
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Can you also write 1-2 lines about why you invested in each stock?
please share 1-2 line investment thesis also on portfolio stocks
There is no thesis from my end, this is my first ever post in this site. I am expecting 26% CAGR and should be double in three years, can hold as long as growth is there, 3,4,5 years if fine for me. I track every thing about all mention stocks, Quarterly result, attend all concall, every news or update from BSE for those stocks.
Why i am wanted to reduce stocks as it would help me get better return if stock picking is right, rather than spreading across the many stocks. I am happy to accept different views and perspective for long term holding. Really appreciate if you share whatever views you have on it. Thank you.
Should remove the absolute values for your own privacy. Just share the % allocation, etc. Don’t add your actual values in positions.
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