I am new to this forum. I am a professional investment manager and trader. I would like your opinion on this portfolio which is heavily concentrated in financials. I am trying to exploit the current market opportunities.
I joined ValuePickr about two years back and I can’t thank you all enough for creating this wonderful community for investors to brainstorm and share their views in the most constructive manner and the senior members to enlighten with their wisdom.
KMC(Kauvery) Speciality Hospitals (India) Ltd., incorporated in the year 1982, is a multi-speciality Indian Hospital Chain operating in Tamilnadu. Their hospitals are located in Trichy, Karaikudi, Hosur and recently inaugurated one in Salem.
Quick background: I started saving in equities only in the last 2 years and prior to that was primarily saving via FDs/PPFs. Started investing in mutual funds since 2016 via SIPs and started looking at equities only in the last 3 months.
Over four years of continuous learning about stock markets and testing different methodologies, I have finalized my portfolio of 20 companies. I wish to stick to it except for any dramatical changes in the economic scenario of India.
I am 31 years old working in IT industry. I have been interested in equity markets since I started my career in 2009. I have an engineering background but due to my interest I have completed CFA all 3 exams and read a lot of investment books.
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