Stocks Selection
Can you review my portfolio, I had 34 stocks few months back, now reduced to 18 stocks basis analysis and research. I still want to reduce it to around 10-12 high conviction stocks.
The stocks I own are these, almost all have same share% in total portfolio. My thoughts are to remove: Infosys (as I have TCS), Dmart (High valuation).
What 5 stocks you would remove, if you are long term investor (5+ years horizon)
| Tmcv |
|---|
| Polycab |
| Auropharma |
| Bse |
| Hindalco |
| Dmart |
| CDSL |
| Airtel |
| Hdfc |
| Sbi |
| Infy |
| ICICI |
| TCS |
| Dixon |
| Itc |
| Reliance |
| M&m |
| Bajaj |
Posted Aug 11, 2026, 11:20 AM UTC
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