I might be last person to give you any feedback on your selection, since I have only 3-4 yrs market experience , but I do have one question for you where I also sometimes feel pain to answer and apply on my portfolio at same time.
You have diversified portfolio and almost above 25+ stocks selection, and I am on the same side with almost 50 stocks in my portfolio (just like Nifty 50)
so my question is how will you average your portfolio in future suppose there is amost 8-12% drawdown in market. How will decide which stocks to add on fall and how much percentage for each. I really don’t know about your holding cash % but really would also be interested how much you hold in cash.
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