Need opnion about my portfolio

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by suvrotutul, Jun 30, 2015.

  1. suvrotutul

    suvrotutul New Member

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    I am a long term investor, holding the following stocks in my portfolio. I want to know from the other investors about the selection of these stocks, thanks to all in advance

    Alembic Pharma
    Apollo Tyres
    Ashok Leyland
    Balmer Lawrie
    Ashoka Buildcon
    Astra Microwave

    Bank of Baroda
    Canara Bank
    Coal India
    DCB Bank
    Crompton Greaves

    Finolex Cables
    Gabriel India
    Gujarat State Petronet Limited (GSPL)
    Indian Bank
    ITC
    Kalpataru Power
    KPIT Tech
    KRBL
    M&M Financial services
    Manappuram
    Mcleod Russel
    NMDC
    Opto Circuits
    Huhtamaki PPL
    PNB
    Sintex Industries
    Suven Life Sciences
     
    roopakumar likes this.
  2. Dreamer1214

    Dreamer1214 Member

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    Omg So many stocks, first thing you can do is reduce your stock count to 10-15, not sure what is the percentage of holdings in each of these stocks
     
    stockjeet18 likes this.
  3. ranjeet_0131

    ranjeet_0131 New Member

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    My personal favourite stocks in your list are Ashok leyland, Ashoka Buildicon, Finolex cables, Sintex & Suven.
     
  4. Elric

    Elric New Member

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    Have you taken a sector specific approach? Does not seem so.

    Did you research and do bottom up stock picking?

    Or did you choose "cool" stocks that you heard market gurus speak about?

    Which are your safe stocks? The ones that will calm your portfolio in a storm?

    I don't know about your risk appetite or your experience and hence cannot judge. If you are a novice, how about first deciding a mix between large cap / blue chip stocks and mid cap stocks say in the ratio of 70-30 or 60-40 depending on your risk taking capacity and time horizon?

    Then you fill in the large cap names with stable companies that grow sales, profits and earnings in double digit percentages every year.

    For the mid caps, you read and you read some more before deciding which stock stories you are utterly convinced about.

    Be honest with yourself - if you cannot judge if a mid cap is great or not, buy a diversified mid cap fund!

    10-15 stock ideas overall are good enough.

    Best wishes :)
     
  5. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    GOOD Advice for all of us.
     
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