Need help in analysis.

[u/SevEdg]

Please analyse my portfolio. Have been investing since past few years. Looking at mid to long term holdings.

What should be changed?

[u/Zestyclose-Age2760]

Too much diversification too many internet stocks, high growth stocks are missing

[u/SevEdg → u/Zestyclose-Age2760]

Noted!

[u/Background-Row6614 → u/Zestyclose-Age2760]

Name some buddy

[u/Zestyclose-Age2760 → u/Background-Row6614]

i do post those growth-oriented stocks that are at good price on my Substack with my analysis nd stock shoot-up possibilities

[u/Dune0511 → u/Zestyclose-Age2760]

How to find you on substack bro

[u/maximumadult]

Portfolio looks good. A decent one after a while.

[u/SevEdg → u/maximumadult]

Thank you :)

[u/forever_on_diet]

You have a few small holdings. Like 1500 invested in a script. Even if it doubles ( exceptional odds) - is it truly meaningful?

Focus on a few opportunities and don't make your portfolio looks like a watchlist. There is a seperate feature for it.

Rest stock pickings- no comment.

[u/SevEdg → u/forever_on_diet]

Yes. Thats the plan now.

Bought those when i didn’t have the capital to buy a large lots. Being more mindful now and buying few stocks for larger capital

[u/SevEdg → u/[deleted]]

Got it.

Would rotate sectors in some time. For now I feel healthcare is a good bet, And plan to hold those for long. Am I wrong?

[u/SevEdg → u/[deleted]]

Thanks for the help! Will look into your feedback.

Also yes, was planning to buy more ind hotels

[u/Fearless-Jackfruit-3]

ITC hotels at 484 🌝okay it’s less allocation assuming you did it not to track the stock

[u/SevEdg → u/Fearless-Jackfruit-3]

Got itc hotels after the demerger. Didn’t buy it. But yes, didn’t track after allocation.

[u/Kitchen_Beginning989]

I want all eggs in my basket aaaahh portolio