Thanks for the suggestions. Yes, I also observed that my exposure to HDFC Bank is quite high, which is 16.32% of 11.1% of my total portfolio, i.e. 1.81% of my entire portfolio. I have not purchasing anymore of it, but will buy other assets, so that its % comes down. I don’t sell things, since I am focused on long term, except re-balancing the Smallcases quarterly.
I think defense sector has already given a run-up and quite skeptical in making new investments in that sector. But I want to explore sectors like AI, green energy, semi-conductors, waste management, and other upcoming areas.
Can you suggest some companies or MFs which I can look for educational purposes?
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