Discuss Portfolio

well my portfolio(A lot diversified):-

Auto:-
Amtek Auto
AshokLeyland

Bank:-
ICICI
IDFC
Centurion Bank of Punjab

Engineering & Capital goods:-
BHEL

Oil Refineries:-
RELIANCE
PETRONET LNG

Shipping:-
MERCATOR Lines

Cements:-
Gujarat Ambuja cements

FMCG:-
ITC

IT:-
TCS

Telecom:-
SASKEN
Bharti

Pharma:-
Glenmark

Too much of diversification is not preferred ..it's like taking too much of ice cream cos u'll suffer with stomach ache.

In ideal case 15-20 is enuf beyond that doesnt help much.