Review My Stocks for 3 to 5 years

I have been a avid investor in the market infact 90% of my investments is in stocks little realestate (put me off it for life) no gold no debt other then epf
I started investing in 1999 with majority of my investment being in MF typically i have never redeemed at any point i have just switched funds even that rarely and i have got a CAGR of 14%

Now coming to stocks i have fared badly.
I have dabbed on and off with stocks since 2009. typically my working for stocks are buy high, keep long and sell low just when i have come back to barely above my purchase price.
My current CAGR in stocks is a measly 7% to improve I have recently subscribed to sandip sarabjit poweralpha

This is my current holdings
HCL Technologies 20.31%
Manappuram Finance 17.56%
Sintex Industries 14.98%
Indiabulls Housing Finance 12.16%
Sun Pharmaceutical Inds. 9.73%
Coal India 7.95%
Nitesh Estates 5.69%
Talwalkars Better Value Fitness 5.42%
Reliance Industries 4.06%
ICICI Prudential Life Insurance Co. Ltd 2.14%

request the experts to review the same and help me create a longer term portfolio.

 

For higher returns there is only one option to invest in midcaps.
so you have to have confine investments in strong midcaps.From your portfolio Indiabulls HF and Talwalkars will serve the purpose.

 

Thank you for your recommendations which stock do you suggest I trim in my portfolio on an immediate basis.

 

trim all other stocks gradually in your priority basis. i would say hcl tech and sintex first

 

HCL Technologies 20.31%
Manappuram Finance 17.56%
Sintex Industries 14.98%

very high percentage of investment in these 3 companies " VERY HIGH RISK "
so in market rallies reduce percentage

 

HCL Technologies purchased at 920 holding for 3 years now
Manapuram purchased a 32 holding for 4 years now
sintex holding since 100 for over 1 1/2 years now

I would prefer to increase investment in other stocks purchased some more quantity of Talwarkers