I used to do that pre covid ( ie high allocation in top 5-7 stocks ). However, in those days … my circle of knowledge was limited to Banks, NBFCs, FMCG, retail and Auto sector
Post COVID, most of these sectors have been laggards and I had to work hard to develop new areas of knowledge like – Pharma, Hospitals, Diagnostics and Manufacturing companies. That took time and I was not sure of placing bigger bets
Now that I think I have worked on a far larger variety of sectors, I think I need to start consolidating again ( ie … having 5 pc kind of portfolio weight in at least top 10 of my bets )
Ur feedback is welcome and I am gonna start working towards concentrating my bets … surely ( the time has come ). The only portfolio stock where my holding is > 5 pc is Neuland Labs
Some prime targets where I Intend to take my holdings higher include –
Group -1 – ( higher confidence ) –
Senco Gold
Nippon AMC
HDFC AMC
Mankind Pharma
Eris Lifesciences
Group – 2 – ( will wait for continued execution before going full throttle ) –
Usha Martin
Alkem Labs
Garware Hi Tech Films
Zydus Lifesciences
Shaily Engineering plastics
EIH
Dodla Dairy
Innova Captab
Xpro India
To answer ur last query – Yes, I am a full time investor. I quit my full time Job about an year back
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