Hi all,
This happens to be my first post and so far really admire the good work done by fellow valuepickers.
Here goes my list, I’ve tried to break down sector-wise:
Textiles FMCG Chemicals Infra Pharma Auto/auto anc Finance Others Multibagger
Sutlej KRBL GHCL Cera Sun Bharat forge Axis IIFL Samtex
Nandan Britannia Astec life AIA eng Aurobindo MM forgings Yes HMVL Waterbase
Welspun Ind PI Industries Asian paints Glenmark Motherson sumi DHFL GPPL DTIL
UPL Granules CEAT Chemfab alkali
Currently I’ve almost equal allocation in all of them, gradually in next couple of quarters I intend to reduce the portfolio to 15. Reason for such diversification is the high capital I’ve put in viz a viz my overall net-worth, so cant be too concentrated. Ideally I would like to keep it to 15 max 20 however facing challenges on which ones to drop. It would be great if anyone can just pin-point which one you don’t like and a short reasoning.
Any help is much much appreciated.
BR,
AJ
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