Thanks for the detailed inputs.
My trading is separate from the investing portfolio shared here. I prefer to maintain my wealth in assets which are protected against inflation. Part of my trading income goes into this portfolio of stocks with the aim of long term wealth preservation. As you said, 3M, Nestle is there to give stability to the portfolio and they are ideal stocks for wealth preservation.
That is a good suggestion. Both HDFC and Kotak are good lenders in my view and I couldn’t decide on cutting one completely from the portfolio.
No Fine Organics was not generated by my system. My investments are completely discretionary. Though my system also generates entries in stocks already gone parabola and it works. The case of Fine organic seems to be of bad entry now.
No. I have not studied auto sector. I feel that with the advances in technology, particularly self driving, the market will move away from ownership to rent model. Besides, can an auto company create competitive moats?
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