Hitesh bhai, would like to know what is a defense portfolio and how do a 25yr old can built it with? coz they say that a portfolio must consists of 10 to 15 stocks only. But as theme changes sector varies and also stocks right?. 2020-pharma/IT was performing. Now chemicals are performing and in futuristic perspective EV will be performing. Inspite of all this how an individual can build a defense portfolio and how it should be diversified. Ok with either growth or value investor perspective
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