Boss, you have made favorite companies jokers in the portfolio. I believe Pidilite and ITC have already done their bit and are not likely to turn up wild-card throwings anymore. At best, they are now staple bread and butter sort of plays now. I opine that by jokers you mean something which can throw you unexpected/extra-ordinary returns which cannot be estimated at the moment.
However, your plan impressed me. I had a similar chess-board style of accumulating stocks. I used to call my stocks knights, bishops etc. But given my style I had to reframe the chess-board as I ended up accumulating more than 8 pawns as allowed. So discontinued that style of functioning.
But one thing....as far as I know cards, as I play only bridge and rummy, you should work out aces, Kings, queens , jacks, jokers etc. in order of your anticipated return. Aces are those which are the trumps. Kings should be non-losers, Queens the seducers, jacks what people perceive as idiot picks and jokers should be something which even you dont know what to do with them......
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Excellent way of presentation! If you start wearing suit-boot, you'd give tough fight to those MBAs.
