I have made this list after looking at past performances, balance sheets and MOAT potential. Some of the familiar names I am already invested - some I am considering. Please weed out the bad or low potential ones in the portfolio. Marico Britannia HDFC Bank Ltd Indusind Bank Ltd LIC Housing Finance Bajaj Finance CRISIL HCL Technologies Hexaware Technologies Vakrangee Maruti Suzuki Eicher Motors Kajaria Ceramics Cera Sanitaryware VGuard Industries Blue Star Voltas Amara Raja Batteries Symphony Ltd. Havells India Ltd Relaxo Footwears Ltd Glenmark Pharma Ajanta Pharma Natco Pharma Asian Paints Berger Paints India Ltd. Pidilite Supreme Industries Hatsun Agro Products Ltd. Dhanuka Agritech Ltd. PI Industries Avanti Feeds Ltd. La Opala Borosil Mayur Uniquoters Ltd. Page Industries Vinati Organics Astral Polytech Caplin Point Laboratories Ltd. 8K Miles Software Services Ltd. Arman Financial Services
My view point Create 2 portfolios-CORE PORTFOLIO AND SATELLITE PORTFOLIO. Weed out LIC HOUSING FINANCE 8K MILES VAKARANGEE (STILL NOT CONVINCED) PHARMA -GO FOR BIOCON INSTEAD OF THE 3 PHARMA BLUE STAR TO BE REPLACED BY WHIRLPOOL ARMAN HATSUN VOLTAS Best wishes
Stock choice is good...but some of them are costly at this time....all will depend at how much price do u buy and how much weight a stock get in ur portfolio
Vakrangee and 8kmiles. Wonderful ideas... markets seem to think otherwise. But markets are wrong you are correct Sir. Keep buying more of vakrangee and 8k miles.