Pravin’s Portfolio

Thanks for your review. Below is an analysis of my key positions in different sectors:

Electronics – Consumer- 41.1%
BANKING AND FINANCIAL- 14.1%
Cables – Power-9.1%
Electronic – Components-8.1%
Renewables- 7.1%

I do not have a specific framework for my stocks. However, I prefer stocks with visibility. I use technical analysis to adjust my allocation and re-enter the stock if a stock is badly performing.

I am interested in increasing my allocation to HDFC Bank, Infosys, ITC, and Reliance to establish a base for my stock portfolio.