I’m looking for some feedback and a critical review of my portfolio. I am a long-term investor and I don't mind holding through volatility, but I'm wondering if I should do some portfolio rebalancing.
Questions -
1- Profit Booking: Since OFSS and Schneider have given me nearly 40% returns, should I book partial profits to free up capital, or just let the winners run for the next 5-10 years?
2- Averaging Down: Should I use fresh capital (or booked profits) to average down on fundamentally strong laggards like HCL Tech and HAL?
3- Over-diversification: Are 14 holdings too many for a ₹4.5L capital size? Should I consolidate?
u/ConcentrateHuman1282 — 14 days ago