InvestorQ : my holdings for 5 & more yrs:- 1) Bandhan Bank @321 2) LT @1000 3) Reliance @1972 4) HCLTEC @952 5) icicipruli @495 6) Indusindbk @601 7) ITC @199 8) PFC @127 9) relaxo @699 10) SBI @215 11) sudarschem @545 please suggest any changes required?
MAHIMAN SINGH MEHRA made post

my holdings for 5 & more yrs:- 1) Bandhan Bank @321 2) LT @1000 3) Reliance @1972 4) HCLTEC @952 5) icicipruli @495 6) Indusindbk @601 7) ITC @199 8) PFC @127 9) relaxo @699 10) SBI @215 11) sudarschem @545 please suggest any changes required?

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Mary Joseph answered.
2 months ago
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Overall, your portfolio looks quite an attractive collection of stocks. Let me quickly go stock wise. Bandhan and L&T are both solid growth plays and you have bought at a good price. Same is the case of Reliance and HCL Tech too. You have actually got ICICI Pru Life and IndusInd Bank at very attractive prices so should hold on. Among other stocks, I am positive on PFC, Relaxo, SBI and Sudarshan from a medium-term perspective.

I would suggest a few changes which you can make appropriately decide after talking to your advisory. I am a little sceptical on ITC because cigarette business is still the mainstay and that is going to be under strain. FMCG is yet to show traction and is a stock that is better avoided. Also, if you looking at specialty chemicals, then Navin Fluorine would be a better bet than Sudarshan. Others look good long term bets.

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