Hi Mudit. I also follow SOIC and learn from Ishmohit and many others but my stock picks are out of my own research. Based on your above picks, I feel the portfolio is Midcap heavy+ Large caps, whereas in last 6 months, Max. alpha is generated from Micro + small caps. It needs lot of reading, analysis, visits and conviction to make money in smallcaps. I believe if someone cannot do Small cap investing, then leaving portfolio to MF or Smallcases is a better option. One cannot generate that excess alpha by Large+midcap investing. All the best.
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