I usually think more on areas of improvement hence tend to mention more about stocks, sectors that did not/are not doing well as they occupy more of my mind share from learning perspective…To put things into perspective, below is how portfolio looks like…although not doing great but not as bad as some of my above posts might sound…
Still a lot to learn and make portfolio lot leaner & concentrated.
Core Portfolio: > 75% in top 15 holdings
| Company | Allocation Percentage | Holding Period |
|---|---|---|
| Tata Consumer | 13 | Long |
| ITC | 11 | Medium |
| Pidilite | 8 | Long |
| Marico | 7 | Long |
| HDFC Life | 6 | Long |
| Godrej Consumer | 6 | Long |
| Trent | 5 | Medium |
| United Spirits | 3 | Medium |
| Dabur | 3 | Long |
| Avenue Supermarts | 2.5 | Medium |
| Asian Paint | 2.5 | Medium |
| Nestle | 2.5 | Medium |
| SBI Life | 2.5 | Medium |
| Britannia | 2.5 | Long |
| HDFC Bank | 2 | Medium |
Potential Core – 25% in 5 Baskets
| Company | Allocation Percentage | |
|---|---|---|
| Miscellaneous (10 random stocks around 1% each) | 9 | Medium |
| IT | 7 | Medium |
| Consumer Durables (Appliances) | 4 | New/Medium |
| QSR Pack | 2.5 | New/Medium |
| Hope Bets (Nykaa & Spencer Retail) | 2 | New/Medium |
Disc: Invested & Biased. Not a buy/sell recommendation. Post only for academic purposes and learning. I can be wrong in all my assessments. Not eligible to give any advice.
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