Thank you…ITC and ICICI Bank are around 10 percent of the PF at CMP. Rest are 5 to 6 percent. Zomato was just a tracking position but it is now almost 4x. Tata Motors, Tata Power and TCS are among the smallest holdings.
I intend to pass this portfolio on to my children and won’t do much tweaking till it is absolutely necessary. Your advice is beneficial since it suggests my thinking is right.
But, this portfolio is just around 40 percent of my intended investment in the market. I plan to invest at least 1.5 times more.
The real challenge now is to build a fresh portfolio with some aggressive bets. I have built some tracking positions and intend to have around 15 mid and small cap stocks in it by the end of this year. I will post it once it takes shape. This forum helps me get valuable insights into businesses that I have identified.
Grateful for your feedback.
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