So, spent this 3 months re-evaluating the companies I am holding and the strategy forward. On the strategy part, its still an ongoing process. As of now, I have decided to have an universe of 20-30 stocks, where I will be adding money on SIP basis for at least the next 1 year before churning any, until and unless some major headwinds arise.
I would like to have 70% of my allocation across 12-15 stocks and the rest will be spread across lesser conviction bets or tracking positions.
For example, after the recent result of Apar Industries (which I thought had multi year tailwinds), there have been opinions suggesting that it’s a more cyclical business. But after going through the concall, I am mentally prepared to keep the stock to see how it shapes up, I may reduce the allocation depending on coming quarter results, but I intend to hold it without exiting and booking whatever little profit I have made on it as of now.
Anyways, this is my current folio, overall folio is up by 8%, since March ’23 when I made the major rebalancing.
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