Hello VP community,
I have been investing as a hobby since past 3 years, and after multiple learnings and major portfolio churnings, I think I have arrived at a stable portfolio which I think should do well over next 5 years without needing much changes.
I wanted to cover every major basic theme that can do well over next 5-10 years, and select some of the best stocks to play it.
For every theme, I have listed them as per decreasing order of allocation in my portfolio
I will present a one-line investment thesis for every stock, and my motive to begin this thread is to begin a discussion on the best stock opportunities for every sector with tailwinds.
Most of these stocks that I have selected are based on changing trends/upcoming opportunities.
Would love to hear some ideas outside of these themes/basic stocks.
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