Hi
85 % of my current portfolio is in 15 stocks as – Ajanta, Avanti, Shilpa, PI, Page, Kitex, Symphony, Control Print, Cera, Repco, MPS, Anuh Pharma, Mayur Uniq, Premco Global, Atul Auto. The allocations are anywhere between 3-8%.
I have 1-3 % allocations to stocks like Torrent Pharma, Granules, Ambika, Kaveri, Pokarna, Ratnamani, TCPL Pkg, Chamanlal Setia.
My goal is to reach a consolidation level where 85% allocation will be in top 10 stocks and remaining for smaller(1-3 %) allocations. I an trying for this consolidation but not yet there completely.
Regards,
Sudheendra
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