Views on my portfolio

Hello All,

I am new to this forum. and see lot of people with good knowledge posting here . Hope to learn more along with you guys and make good investment decisions. I wanted to start off my first thread by getting your views on my portfolio,

1. Granules India (25%)
2. SKM Egg Products (14%)
3. Pantaloon Fashion & Retail (11%)
4. Capital First (8%)
5. Ashiana Housing (6%)
6. Repco (5%)
7. Sunpharma (5%)
8. Lupin (4%)
9. Tata Motors (4%)
10. MIC Electronics (4%)
11. Yes Bank (3%)
12. Salzer Electronics (3%)
13. Heritage Foods (3%)
14. ICICI Bank (2%)
15. Kitex Garments (2%)

I am planning to exit Lupin, ICICI, Tata Motors, Yes bank. I am looking into TCI, Satin Credit, Torrent pharma & increasing allocation to PFRL.
Let me know your suggestions on re-allocating my portfolio & any suggestions that I can look into as some of the stocks are at attractive valuations now..

Thanks you guys!

 

portfolio looks good for me. i will also say to exit lupin ,and tata motors and look other oppurtunities. yes bank and icici is ok.

 

I am not an expert but I think you should not exit Lupin, at all if you do not like Lupin, sale half of Lupin and sale half of Sunpharma.
I have interest in both.

 

Dear stockpicker,
a overall very good portfolio .
I like capital first, MIC electrocis, Repco, PFRL .

Regarding SKM, bigger allocation is risky here, since this business is dependent on environmental conditions.
I could not see any allocation to infra related stocks, you can think of choosing some thing from Infra/textile .

Thanks & Regards,
Prashant

 

MIC should be out, you can add Mindtree ~600