One of the easiest way could be: Sort your Portfolio table on Cur. Val column, book profit in names where the final amount is say less than 50K/1L.
With the money in hand, top-up the existing name with strong tailwind and good business.
In simple terms, why experts suggest 10-12 holdings is …to get focused on Portfolio Allocation.
If capital gain is coming out to be >1L, sell in two tranches, one before 31Mar 2024, other in April 2024 or later.
You have bought good names at low price…don’t look at just percentage return, look at the absolute value too. Instead of spreading thin and wide, can concentrate.
Of course, you can also switch horses, from not so good business but with high allocation to good business with lowest allocation in your existing portfolio…you can also add a new name…see, that is the flexibility of self investing, otherwise we have Mutual Funds.
Hope this helps in getting started.
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