It is good to see a concentrated portfolio and I am sure you have high conviction and reasonable return expectations from it.
Just a few suggestions-
Insurance sector in India is a very good opportunity as of now. The stocks are beaten down and below it’s long-term averages. So if you have HDFC Life in your watchlist, it might be a good time to make some positions in this space.
EV sector is quite promising but the risk involved is equally high. But one can benefit from the proxy play of wires and cables. Institutional wires and cables are really important for building the transmission and Charging infrastructure much important for the growth of EV sector.
Also, some stocks have higher weightage in your portfolio. It is not always a bad thing but I hope you understand if these stocks underperform, it might adversely affect your overall returns.
| Subscribe To Our Free Newsletter |
