Advise on my portfolio

Dear Sandeep,
In my view :
Exit from Apollo tyres (China is dumping tyres in indian market at very discounted rate)
Exit from ITC (Its major contribution is from cigarettes,)
keep only one from paint indusries...
your portfolio seems more on safer side..Please add some growth oriented stocks: my bet: Heritage Foods, Pennar Industries, MCX (For very long term view), Sudarshan Chemical

 

GST is implemented very soon no doubt , If India have to approach for FDI we have to make this valuable bill
if one or two companies may be heavy load but there is no other way for india ......

 

ITC is major weightage in nifty and also diversified so i select it .... MCX is good stock to accumulate in corrections no doubt ....

 

I heard on tv that the government is planning to impose anti dumping duty on imported tyres. If this is true and if such duty is imposed Indian tyre industry will benefited.

 

In this correction buy TCI, Heritage Foods