Need View on Portfolio

Hi All,

Below is my portfolio and require your valuable advice - review/add-on/exit/hold etc...

HDFC
Lupin
ITC
RBL Bank
IDFC Bank
Federal Bank
Mannarpuram
DHFL
Dish TV
TWL
Marksans Pharma
Anuh Pharma
Nitin Spinners
Tv Today
HSIL
Ganesh Benzoplast
Sudarshan Chemicals
TCPL Packaging
Cosmo Films
PPAP
NOCIL
Lloyd Eng
FSL
Donear Industries
Vikas ecotech
Aksh Optifibre
Gravita India

The portfolio is too heavy towards mid-small cap. Need your advice to re balance with some large cap and multibaggers.. I'm looking for holding period of at least 15-20 years

Looking forward to your valuable support

 

would be better if u give ur purchase price and % allocation towards the script

 

Allocation Base - 2lac

 

Is there a reason for 30/shares with 2 lac investment? That wont generate any good return for you. Concentrate it to 10 odd stocks which you have maximum conviction on. Looks very over diversified to me

Cheers
G1

 

I completely agree with you hence seeking views what should be dropped and kept from the list

 

Agree with @G_One and also feel your are over weight on banks well that may be your personal strategy but if you overweight on them its better to have 2 banking stocks instead of 4 and u seem to be low on EPC and infra companies.

 

In start of making long term portfolio there is nothing wrong to have many stocks ,even upto 35 ,if selection is done after proper analysis.But you start reducing it after one year.First eleminte those in which bad governess issues comes in picture .Then after two years eleminte those which have failed on both fronts,no aprecition in price and poor quartely results .So after two years portfolio cleaning operation start.You start reducing one stock per quarter after two years till you reach figure of twenty.Also no harm in adding new stocks if good oportunity arises,but ensure that you will add only one stock for two stock elemintion after two years as you are in process of down sizing .When you reach at 20 ,that will be ideal portfolio.Now onward you can add any new good stock after proper study,but you have to shunt out one bad one to make place for that .Any fresh money or money raised after shunting out poor performers has to be invested only in your top 20 winners.Dont invest more than 10% in one stock,but if any stock due to appreciation becomes more than 10%, let it be there as that stock may be your real winner or multibagger.Dont invest less than 1% in any stock ,but always buy any stock atleast in four parts at different times to average your price.

 

@deveshnankani ji ,
My choice :
Investment Amount 60 % .... Remaining 40 % maintain Cash Position Due to high market valuations , slowly
infuse in corrections.....

1.HDFC (5%)
2.Lupin (5%)
3.Reliance Ind(4%)
4.Hero Motocorp(4%)
5.LT(4%)
6.ITC (4%)
7.Hind Uniliver (4%)
8.ONGC(3%)
9.Grasim (3%)
10.GMDC (3%)
11.IDFC Bank (3%)12.RBL Bank (3%)
13.Rallis (2.5%)
14.Berger Paint (2.5%)15.Sudarshan Chemicals (2%)
16.HSIL (2%)17.Voltas (2%)18.Bharat Forge (2 %)
19.Anuh Pharma (1%)
20.Cosmo Films (1%)

Note : It is not final selection ...you may change according to Risk apatite and Research

ALL THE BEST SIR

 

Thank you everyone for all your valuable inputs and view.