In July 2024, I re-adjusted my portfolio to meet the challenges and to ensure sustainable return by adding hidden gems in mid - and small caps!

I have revised my investment strategy to focus on mid - and small-cap stocks with solid fundamentals and great value for money. Here are the key components of my approach:

Strategy:

Shift from Large-Cap to Mid and Small-Cap. Moved away from large-cap stocks to capture the growth potential of smaller companies. Targeted mid - and small-cap stocks that offer strong fundamentals and attractive valuations.

- **Sector Focus:**
  - **Utilities:** Investing in companies providing essential services like electricity, water, and natural gas.
  - **Retail:** Concentrating on retail companies with robust growth prospects and market presence.
  - **Semiconductors:** Investing in the semiconductor industry due to its critical role in technology and electronics.
  - **Power Generation:** Focusing on power generation companies that meet the rising demand for energy.

**Future Strategy Expansion:**
  - **Real Estate:** Planning to add real estate investments to diversify the portfolio and capitalize on property market growth.
  - **Non-Banking Financial Services:** Including non-banking financial companies (NBFCs) that offer financial services outside traditional banking.
  - **Logistics:** Investing in logistics companies to benefit from the growing need for efficient supply chain and transportation services.
I will continue with this strategy to achieve a well-rounded and diversified investment portfolio.
**Best wishes and Happy Investing**