Advice on my portfolio for long term

I am holding below stocks for long term investment (10 and above years), some of the stock i'm investing by SIP methods and some of i buy small amount during dips.

WIPRO
SBIN
BHEL
ANDHRABANK
CIPLA
COALINDIA
HDFCBANK
HINDUNILVR
ITC
MOTHERSUMI
ONGC
OPTOCIRCUI
SAIL
INFY

After some research few more stocks to invest further. kindly advise me which i can hold and which i can remove above and below list.

Below list i have not started yet to buy, I am just fine tuning my portfolio. Kindly advise

ACC
FAGBEARING
PIDILITIND
INFY
TIMKEN
CUMMINSIND
MAHINDCIE
BATAINDIA
LAXMIMACH
HEROMOTOCO
CRISIL
TITAN
SUNPHARMA
GABRIEL
ESCORTS
RALLIS
ATFL
MCX
JUBLFOOD

 

Can you tell how much % of capital is in each share? Also how much % is there in each sector? Also, why you no have Pharma stocks? Is it by plan or you could not find any good Pharma stocks?

 

Below are list of no. of stocks, I have started buying from last year only. So i have very few qty on each stocks. From Pharma I have Cipla and also planing to buy Sun.

Wipro Limited 13Qty @ 595.26
State Bank of India 53Qty @ 274.35
Bharat Heavy Electricals Limited 30Qty @ 214.22
Andhra Bank 100Qty @ 67.33
Cipla Limited 48Qty @ 596
Coal India Limited 15Qty @ 374.06
HDFC Bank Limited 5Qty @ 678.48
Hindustan Unilever Limited 15Qty @ 642.48
ITC Limited 45Qty @ 339.87
Motherson Sumi Systems Limited 25Qty @ 246.23
Oil & Natural Gas Corporation Limited 20Qty @ 325.345
Opto Circuits (India) Limited 300Qty @ 23.72
Steel Authority of India Limited 150Qty @ 64.954
Infosys Limited 20Qty @ 1081.00

kindly advise, Am I on right track ? And also planing add 5 to 7 more stocks to my portfolio from list posted earlier to the post.

Approx Rs 40,000 per month I am investing

Thanks in advance.

Regards,
Yusef

 

Cigarette Company stocks are falling as heavy tax expected after GST implementation. Opto Circuits is a beaten down stock and has fallen steeply from very high levels owing to high debt and corporate issues. ATFL at 52 week low.

 

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