Need opnion about my portfolio

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

 

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

 

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

 

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

 

GOOD Advice for all of us.