Ujjawal portfolio ( Betting on the long-term compounding)

Ujjawal : Good clarity in your communication and wishing you good returns. Few points :

1. Your stock selection system seems good and can deliver long term value accretion.
2. Where you have mentioned “Will add on decline” – is the source for this going to be new investment or from the proceeds of “waiting for the right time to exit” ? (if later, see my next comment)
3. waiting for the “right time to exit ” can be a tricky affair unless you have a clear plan. IMHO it is better to exit the stocks in which you have lost conviction. This can also help to prune the no. of stocks in your PF.
4. Another suggestion : “MF holding at 40 %” – since you have a decent system of stock selection and PF tracking system, you will be better off to move away from equity MF funds in the long term. SIP into your existing high conviction stocks from the proceeds.
5. In your watch list, I like VBL, PI Industries and PSP Projects.