HI,
Would love to have your feedback.This is how my portfolio looks.
TCS 5%
EIL 5%
Larsen 5%
Suzlon 4%
RIL 4%
DLF 4%
Titan 4%
Page 3%
ICRA 3%
Wipro 3%
Gitanjali Gems 3%
VOLTAS 3%
MHRIL, COXNKINGS, EVERONN,MNM, SPICEJET, BLUESTAR, SELAN EXPLO, Orbit Corp, ZYDUS, NAVNEET, opto circuits, Yes Bank - > all are in the range of 1.5 to 2%
SESA GOA, Ster Tech, HCL tech, allied digital, rnrl, biocon, Taj GVK, MRPL, mercator, indian hotels, thermax, relcap, indbulls power, SATYAM, Vguard, JP associates, Punj LLoyd -> 1%
11.5 % - > CASH
Around 2% of entire portfolio consists of career point, va tech wabag, zodiac, crisil, hdil, manjushree technopack, UMEL, Pennar ind, TATA steel, TATA Power, Karuturi, lanco and Tide water.
Exiting gradually from MRPL, relcap, DLF, indian hotels, indbulls power, pennar, manjushree, umel , Ster tech, SATYAM, hDIL and mercator , And increasing VA TECH wabag, thermax, bluestar, MNM, TajGVK, VOLTAS, biocon and Zydus.
TCS, Titan, Page, ICRA and now VA Tech Wabag are part of my regular investment.
Looking Forward to your feedback.
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