Hi All,
I have following stocks in my portfolio
1) Banking/Finance – ICICI Bank,Axis Bank,,GRUH Finance,Cholamandalam,SBI
( should Gruh be replaced by LIC housing?)
2) Chemicals – Reliance,Vinati Organics, Monsanto India
3) Engineering -Siemens,L&T, Va Tech Wabag
4) Manufacturing – Mayur Uniquoter,,Kitex Garments, Ambika Cotton
(Kitex – Not adding new due to high valuations- is it still worth adding? )
5) Media-Zee Entertain
6) Pharmaceuticals -Suven Life…
Please review my portfolio- please suggest changes if any.
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