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Submitted by @rjr · 10 holdings · Total value: $2.1k
Overall score: 72/100 · Grade: B
Score breakdown
- Strength: 75/100 — quality and fundamentals of holdings
- Diversity: 65/100 — spread across sectors and asset types
- Exposure: 75/100 — balance and risk management
Analysis
The portfolio comprises primarily blue-chip stocks with a solid performance history, indicating a reasonable level of quality and stability.
While the portfolio covers multiple sectors, the absence of ETFs or bonds means it lacks broader diversification, leading to higher concentration risk.
The portfolio presents a balanced risk profile, with no speculative investments but could benefit from a cash reserve or alternative asset classes for better risk management.
Top holdings
- RELIANCE — Reliance Industries (15.0%, Energy)
- HDFC — HDFC Bank (15.0%, Private Banking)
- ICICI — ICICI Bank (10.0%, Private Banking)
- TCS — TCS (10.0%, IT Services)
- BHARTI — Bharti Airtel (10.0%, Telecom)