Sorry for late reply. .Actually many old stocks needed to be sold and it was a huge task. Finally the portfolio looks like this : -
Higher weights of top 3 stocks because of two reasons
- They increased in market value.
- Since I shifted 70% funds to mutual funds, and retained their original weights ( somewhat trimmed still) , compared to new investment amount in direct stocks, their weights became big. I don’t have any plans to trim them further , till they are performing.
Some tail is in lower weights, because recently started adding, and incremental additions will be done with new funds.
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