You are right, it is always on risk appetite however do you think selling your winner and buying other stock at same time will reduce your risk, i used to to do this 3 years back however stopped it completely. Kalyan jeweller was 15% holding when traded at 110 entry point, its 30% now at 330, contribution from single stock is 40% in my annualized return of 95%.
Decided not to sell it for next 3 years at least as story is intact.
Fallouts of trimming, PG Elctroplast bought at 350 and exited at 900, current running 2400.
Fallout of conviction, ABFRL came down from 360 to 228. Bought at 140, holding it as i believe in long term business moat.
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