Need Opinion on My Longterm Portfolio

Hi, i am long term invester ( atleast for 10 yrs ), i am holding below stocks and investing monthly through SIP mode.
1. Financial - 32% ( Canfin homes, capital first, PTC Finance, MCX )
2. Software- 10% ( Ramco systems, RS Software, Tata Elxsi )
3. Pharma- 10% ( Shilpa Medicare, Suven, Granules, Aarti drug)
4. Construction- 7% ( NCC , Godrej Prop )
5.Automobiles- 6% ( Atul Auto, VST tillers & tractors )
6. Energy- 5% ( Selan Exploration )
7. Banking- 5% ( Karur vysya, DCB Bank )
8. Logistics, Media & Engineering- 8% ( TCI, TV Today, Fluidomat )
9. Packaging, Textiles & Mining - 5% ( Polyplex, Kitex , vedanta )
10. Miscellaneous- 8% ( Gulshaan Polyols, Avanti feeds, Tree house education )


suggestions are welcome either w.r.t sector or w.r.t stock.

 

I would suggest that in Auto you should add Maruti. Instead of VST, I would suggest Bajaj Auto. In Banking, maybe you should look at a bigger bank as well like Axis. In Energy, instead of Selan exploration look at T&D companies like Alstorm. In software, you should definitely add Infy. It is turning around and will give you a good return in long term. In construction, I would keep one Cement name like Ultratech, Ambuja. Instead of Canfin, I would suggest DHFL. Also I would suggest good PSUs like Coal India, Balmer Lawrie etc. which serve in Energy/Packaging basket of yours. I think good picks in Financial/Pharma/Logistics.

 

in texitile prefer rupa and comp over kitex