Kindly advise me on my portofolio

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by Nileshs, May 13, 2020.

  1. Nileshs

    Nileshs New Member

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    Banking-----------HDFC BANK
    IT---------------TCS
    Fisheries-----------Avanti feeds
    Capital goods--------graphite india
    Chemicals--------Rallis / deepak nitrite / sumitomo
    Finance---------Bajaj finance
    Pharma---------caplin point labs
    Metals------Midhani
    Oil and Gas-----Reliance Industries---------------latero
    Healthcare-----Dr. lalpath labs
    FMCG----Hindustan Unilever

    Please suggest addition or deletion
     
  2. Michael Gonsalves

    Michael Gonsalves Member Staff Member

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    It is a good portfolio. It is properly balanced with blue-chip stocks like HDFC Bank, TCS, HUL, Reliance and growth stocks like Avanti Feeds, Caplin Point etc.

    Even Bajaj Finance is a good stock, which will recover when the economy normalizes.

    It is better if the allocation of capital is more tilted towards the Blue Chips because the growth stocks can tend to be risky.
     
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