Portfolio Allocation (December 2017)
Here is my portfolio allocation as on 31st December 2017. About 50% of my holdings, in terms of current value are in just 2 stocks — RELIANCE & TATAMOTORS.
The next 4 stocks – SUPREMEIND, MOTHERSUMI, SUNPHARMA & CUB take the portfolio to 75%. So basically, 75% of my portfolio is in 6 stocks.
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