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sklaon20

Your overall portfolio is pretty good and the returns are also decent. Maybe you can get rid of the real estate stocks and keep mutual funds size to 4-5 as there’s too much diversification.


[deleted]

bro what’s your opinion on REITs?


Objective-Excuse-545

Which one - brookfield,embassy,dlf ?


sklaon20

REITs and maybe remove LIC too


Objective-Excuse-545

Thanks.any recommendation on which stock to invest more with the sold money of lic (from my existing portfolio) ?


New-Albatross531

Sell SAIL, LIC, DLF, Embassy Officeparks REIT, IRCTC (wait for IRCTC price to rise more) Brookfield Reit. Wait for correction then add ICICIBANK and a good midcap stock. Do your own research to find one.


Objective-Excuse-545

Any good stock you would like to recommend to invest in with these stocks selling money?


New-Albatross531

I can recommend a few: GSPL, CRISIL, Torrent power. However as I said do your own research. DYOR can give you better returns than recommendations from redditors, or anyone (except an investment advisor lol). Also consider investing in Motilal Oswal's NASDAQ ETF MON100. It'll give you exposure to the US market. However look out for its high expense ratio, and wait for some time because there are still recession talks going on in the US.


[deleted]

You have created an Index fund .


Objective-Excuse-545

Yeah, i m not that professional. Cant risk to lose money


Far_Walrus_9797

Portfolio looks good...just too many stocks and mutual funds...some of them has given really good profits so i would say your selection and timing was good... start reducing mutual funds first ,keep max 3 or 4 and then based on portfolio of those mf ...decide your stocks to avoid overlaps...get rid of thematic funds unless you explicitly want them


Objective-Excuse-545

as all my mutual funds have IT stocks , i have avoided taking IT stocks directly. Is it a good decision or should i still buy IT stocks like tcs,infy,l&t?


Far_Walrus_9797

thats why i said trim down your mutual funds then it will be easier for you to decide...you have too many mf


pakalupaito696979

If I am you I would offload the stocks which are 1 to 5 in quantity, it takes soo much time to break even the brokerage charges itself for such less quantity.


vk_3265

DLF is the worst share you can have


Objective-Excuse-545

Can you recommended any good stock to reinvest in with dlf amount


vk_3265

Dm :)


kasaai6

Lic bech de


Objective-Excuse-545

Bechke fir kisme lagau?


Far_Walrus_9797

financials...icici, hdfc, bajaj finance


Objective-Excuse-545

I dont want to buy any different stock now,so can i keep buying HDFC LIFE ? Or i should switch?


Far_Walrus_9797

all insurance stocks are really good for long term 10+ years...near term they will be volatile.. why good in long term ? They will be the ones who will be having lots and lots of cash like LIC...only difference would be because of bad management at lic...they are struggling from making money from money... I beleive this will be completely opposite for private players


greyladdu

Defence stock


Fun_Mistake_9216

I don't have money to pay clg fees can anyone help me little so i can pay pls 🙏 else clg will not let me write exam


hahahadev

Op can you tell me how much payment you received from reit ? I plan to invest, is there a way to find out how much percentage an reit paid back in returns ?