Portfolio for next 10-15 years – Starting now (Jan-Feb 2021)

While I have been active in the markets and lurking here, haven’t had anything significant to say. And portfolio has seen significant churning, so updates were difficult.

Portfolio allocation – It looks like the variation I am comfortable is – start with a zoo, lose the losers and add the winners, and the top ones stay as long as the charts stay good.

Have picked up a little technicals, basically to figure out when to sell. But it has come handy in putting a techno-funda approach to choosing the starting zoo.

Based on multiple rounds of this, current portfolio is as follows –

Quite possible may get trimmed further. At which point, I need to start looking for my next zoo.

Pulz Electronics, very recently added, doesn’t show up here yet. About 4% allocation.

Note – Almost 15% cash.

Note 2 – Net portfolio is at about 2x of capital invested over last 2.5 yrs. Would have been much better if I had sold better.