Hi,
If you are medium risk taker then you can re-shuffle your portfolio… You can invest 45% in large caps and the remaining 55% in Small and Mid cap stocks… Just make sure that you do a good research and invest in small and mid caps which can yield better returns… You can look at NCL industries a south based cement company which is an small cap… Considering the growth of AP and telengana I’m personally bullish on this one… Also the management has taken several steps in reducing their debts and is in the verge of an turn around! The Company has also posted good set of numbers in the last quarter and expected to post good set of numbers in H2 as well.
Another small cap in which I’m super bullish is Krebs bio chemicals a south based Pharma company… Co., holds 2 USFDA approved plants.. IPCA’s take over will be a trigger for this one to be a turn around. You can buy on dips..
You can allocate 10 to 15% on these two. You should have enough patience.
And one more thing 22 seems to be very high number for me… If you are able to track the business of all the stocks then you should not hav a problem, if not, you can reduce it to 10 and can have a very concentrated portfolio.
Disc – NCL, Accumulating since Rs.90… Krebs, Accumulating since Rs.79.
Regards,
Sarav
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