u/sandeep_rawat

Hi everyone,

I'm a long-term investor from India and would really appreciate some constructive feedback from experienced investors.

This is my current portfolio:

TCS – 25 shares

Kirloskar Oil Engines (KOEL) – 20 shares

HDFC Bank – 53 shares

Adani Power – 138 shares

Gensol Engineering – 10 shares (I know this was a bad decision.)

Current portfolio value is around ₹1.7 lakh.

My investment horizon is 8–10 years, and I can invest more regularly going forward.

I'd love your opinions on:

Is my portfolio too concentrated?

Which stocks would you hold, reduce, or exit?

Should I add sectors like pharma, manufacturing, defence, or consumption?

Would you replace any of these with better quality businesses?

If this were your portfolio, what changes would you make and why?

I'm looking for honest, evidence-based criticism—not validation. Please feel free to point out mistakes or risks that I may be overlooking.