I feel you need to seriously do a painful surgery of your portfolio without being rooted at the purchase price. If u stick to purchase price you will never be able to sell to clean your portfolio as it needs a real cleanup. It serious as your portfolio don’t have a balance.
Best options will be to keep 10-12 solid names in portfolio and buy torrent pharma, cadila helthcare, Gruh finance, increase weight in Repco to atleast 8% of portfolio. Keep cera, axis, AStral, Kaveri seeds, Sun Shriram AIA KPIT. You can buy Granules india( on decline).
Your weight of each stock need to be at least 8% to 10% of your corpus.Boss Balance is very very Important.
Dont worry this phase will pass and you make lot of money in next 3-4 years. Cheers.
I have torrent cardila gruh repco & granules in my personal portfolio.
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