Advise On My Long Term Portfolio

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by Sandeep Nagpal, May 8, 2019.

  1. Sandeep Nagpal

    Sandeep Nagpal New Member

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    I am holding below stocks. Kindly advise for long term holding.

    Asian Paints
    Care
    Crisil
    HDFC Bank
    HDFC Life
    Kotak Mahindra Bank
    Dabur
    Marico
    Emami
    TCS
    Wipro
    Kansai Nerolac
    Pidilite
    ITC
    Gruh
    India bulls housing finance
    Godfrey Philips

    Kindly advise. All Stocks will be for long term only. Looking to add Gillette, PGHH And Britannia
     
    Srouta Mukherjee likes this.
  2. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    Spotless portfolio .... Very good selection ....quality always give protection and growth .... go ahead sir .... Gillette , PGHH and Britannia also add ..... but remember always maintain some cash position also

    ALL THE BEST SIR
     
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  3. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    100% agreed all blue chip compounding stocks are there in portfolio. Pharma stock like JB Chem can be added for balance in portfolio. Even logistic stocks like TCI Express are good.

    Agri stock like PI Industries can be added. Even Cera.
     
  4. kharb

    kharb Well-Known Member

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    In my portfolio, I would prefer HDFC in place of India Bull Housing from managment point of view.In paint I am happy with just Asian paints.In IT I prefer Infosys in addition to TCS over wipro.I also keep HUL in my very long term portfolio .HDFC AMC is also part of my long term portfolio.Titan and L&T are also part of my long term portfolio
     
    Last edited: May 21, 2019 at 5:14 PM
  5. marrakesh

    marrakesh New Member

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    Cut down on the number of stocks ! I would advise Asian Paints, CRISIL, HDFC Bank or Kotak Mahindra Bank, HDFC LIfe, HDFC, TCS , Pidilite and ITC and one other FMCG company.
    Investing in two paint companies, two IT companies, two banks, two rating agencies, two housing finance companies, two cigarette companies and four FMCG companies all show a lack of conviction and direction! Focus on a few companies and buy in truckloads! Then you can create wealth.
     
  6. Sandeep Nagpal

    Sandeep Nagpal New Member

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    Have Revised my portfolios.

    Sold Ibull Housing Finance, Care, Emami, Kansai Nerolac, Godfrey Philips.....
     
  7. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    JB Chem has given good results and dividend also. Stock is shooting up 5.69% today. I have big lot :)
     
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