This is a good portfolio with concentration of few good businesses.
About Financial stocks, I also feel that, 2 stocks would be sufficient for such concentrated portfolio. HDFC Bank and Repco look solid businesses with low NPA, high ROE and consistent PAT growth.
Addition of any engineering company may add some value to portfolio, and exposure to this sector may give relatively higher returns if economic turn around and infrastructure growth picks up.
Also, addition of auto stock which is reasonably valued can add value to portfolio.
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