Portfolio review discussion for user for investment for 10 Years
1. 10 Year is really a long term
2. Few stock in your portfolio may become multibegger
3. Gold investment is equally important
4. In 10 year – you may see down fall – you may see news and app ko lageyeg ki ab to stock se nikalna hai.
5. Invest in company and not on price of stock. If you can buy more staock in down fall that will test your risk profile. Always insure to check for qualterly result
How many stocks – no fix formula but if you can track news and result of number of company then invest based on your time. Be aware investor.
Mention your age, investment time horizon and stocks you own with price of buy.
My portfolio : Equity ( stock + mf) + SGB + PPF. Would be very grateful if you review my Stock specific portfolio. Also which stocks to accumulate more on dip and which stocks to get rid of ? I am looking for pure value based stocks in my portfolio, which I can buy now and stay commitment for next 10 years ( with careful review once in 3 years )
Good to see that you have view of 10Y+ and Yes if possible look for quarterly result of company you hold along with Management statements. Continue with SGB and PPF. for retirement planning – go with NPS as it help in better tax saving as well.
Zyduswellness : Exit in next push to price.
HCL Tech : Hold for long term. 2nd best lasrge cap IT stock as of now
HDFC : Hold for long term. Best financial services company
HDFC Ban : Stock Performance is bit slow since 2 years but can be hold for long term. ICICI, SBI may do better
Hindustan Petroleum : Reason for buying this stock. In same space For disinvestment plan then BPCL is better, dividend IOCL is better. For EV as well IOCL may be front runner compare to HPCL
HUL : Best stock for long term holding. May not give good return in next 2 years as stock will go into consolidation phase. Time correction.
ICICI Bank : My favourite in banking space. Add when ever you see DIP in stock due to market correction.
ICICI Lombard : LIC IPO risk in insurance sector
ICICI Pru Life : LIC IPO risk in insurance sector
IEX : Good but already ran much. Hold recommendation for existing investor but no new call as of now. will cover in video
Infosys : My favourite in IT space. Add when ever you see DIP in stcok due to market correction.
IRCTC : will go into time correction for 6 to 9 months but long term stock with monopoly business. Hold recommendation at current price. Risk : Govt policy for cut in revenue or new entry by gov (if it happens then exit)
Kotak Bank : High valuation but strong management and long term stock. May not give much retrun in 1 year.
KPI Tech : Ok but have close watch in 3month results
LT : Hold and one of good stock for long term. Govt infra focus to continue.
MCX : may only give average return, better to switch now to other stocks
Reliance : Already ran much in past 2 years. May go into time correction post 2500-2900. I will bet on Bharti for telecom sector compare to Jio.
SBI : SBI will do better in coming years
Tata Consumer Products : In Tata group we prefer Tata Motars, Tara Power and Tata chemical. Tata consumer is also ok for next 3 years
Tata Power : Hold as mentioned in video. Watch video till end for average and new buy
TCS : I prefer Infosys but TCS can beat MF return in large cap space
Tech Mahindra : Good long term story. Hold
Wipro : I prefer Infosys, HCL, Wipro, TCS, Tech Mahindra based on current valuation and future potential
Whirlpool : we prefer Polycab, havells and KEI
Gabriel : Any specific reason for buying this stock? This is more of trading stock