My new Portfolio!Plzz do tell if there is any bad stock

Started a new Portfolio with
Panasonic Carbon
MRPL
Finolex Industries
Supreme Petrochemicals

Kindly share your views!!

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Please add some Large Cap and Nifty 50 stocks in the portfolio. Small and midcap performs only in the bull market but when the trend reverse, they start a Free Fall. In such situations, big players recover fast whereas some small and midcaps takes forever to recover and sometimes don’t recover at all. I’d highly recommend you to add these stocks as well :
Yes Bank
HDFC Bank
IndiGo
DHFL
Happy Investing!

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Sure…thanks for guiding me :handshake:

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@mac76 Can you review this portfolio as well: [long term portfolio 10-12 years horizon]
RELIANCE
ITC
HDFCAMC
UGAR SUGAR
APEX
BHEL
LT
DBL
INFY
SUNPHARMA
PNB
GRANULES
VHL
LUPIN
KOLTEPATIL
MANGCHEFER
RANASUG
TATAMOTORS

In my opinion tata motors and pnb are not needed . but if u can afford to keep that money idle u can .

This is the exiting portfolio I had. Now I am learning and investing.

What will be your investment horizon ?

Reliance - Keep it
ITC - I won’t keep this one in my portfolio (has significant regulation risks, maybe only I think this much :rofl:)
HDFCAMC - Keep it
Ugar Sugar - Have no idea about their business model
Apex - keep it
BHEL - No
LT - Yes (but observe carefully time to time)
DBL - Yes (observe time to time)
Infy - Keep it
Sunpharma - Yes
PNB - Avoid
Granules - Yes
VHL - No idea
Lupin - Yes (little bit of portfolio)
KoltePatil, Ranasug, Mangchefer - No idea
Tata Motors - I won’t invest in this
I hope my recommendation helps you :slight_smile:

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Two sugar stocks and that too not Balrampur Chini or Dhampur Sugar? In these cyclical sector stocks you have to bet on those with strong balance sheet so that they can survive the downtrend. Many small players never recover from the downtrends.

My 2 cents…

Neha (vrdnation.com)

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Thanks!