H Vishagan,
You are currently in your early 30s or are you chasing financial freedom in early 30s, with this portfolio …
As an investor, understanding sectoral tailwinds and headwinds is very important and can be a determinant of pf returns. Currently renewables, recycling, agri, Oil & gas to some extent (and also healthcare) are sectors which seem to be having tailwinds – so ideally one must analyse these sectors and find companies doing well
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