So I took some hard calls during this time by incorporating all of the advices I received. I ended up starting SIP in SBI contra fund (15k), Helios Flexicap (20k), Quant smallcap (15k), HDFC gold fund (15k)
Then I ended up fixing my portfolio a little bit as well, as I was explaining and I sold off all my non convicted stocks and broke my portfolio into 2 cohorts
- A core portfolio of 20 stocks
- A satellite portfolio of 10-15 stocks based on Naked trader strategy which is managed by smallcase by Windmill capital
Even within the core portfolio i am planning to siphon off Indus towers and Bharti Airtel
This is my Core portfolio
- Amara Raja
- BEL
- BLS
- Samhi hotels
- CDSL
- Electrocast
- Infosys
- Jio financial services
- LT foods
- Tata motors
- Tata Steel
- Trent
- Zomato
- Zaggle
- Natco pharma
- Varun Beverages
- United spirits
- ITC
- Bharti Airtel
- Indus towers
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