This is a simulated portfolio. I wanted to create for 15 stocks.but stopped at 5. Diversify among sectors and well managed companies. I have deliberately included Yesbank and DHFL. I bought all the stocks in 2010.
Look at the portfolio as it stands now. Giving time for your investments is very important. All others are called Trading.
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I would prefer dividing equity portfolio into 2 parts..a core and a satellite portfolio. We invest in the core portfolio with our best stocks with a long term vision...and satellite to generate regular returns...which will include best stocks as well as trending stocks with a short term vision.
The problem with only a long term investment portfolio is that we can never know the right time to book profit for key planned or random events in life for example kids education or marriage, health issues etc...one can say as the event nears book profit and move to other assets like fd or debt funds...but how to decide which is the right time to book profits...there are practical... challenges.
Hence I would always prefer a satellite portfolio or a trading portfolio to support the core portfolio.
Just my way of looking at it... however for each his own...risk profile is different for each...and I prefer to be very conservative.