My Apologies, it looks a diversified small case,. What matters when you pick a stock is capital allocation thats what i have learnt in markets. Your 50% allocation should be in top three bets if you want to create a meaningful PF size. I hold 12 stocks with top 3 are close to 50%.
Example, Kalyan Jewel turn 5X in last year, weightage has increased to 25% from 10% just by holding.
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