Vito Corleone's portfolio remodelling

If you think you're Vito Corleone, ie you want to play safe, the reverse would apply, albeit even more moderately. You are one of those types who would always want to invest in good companies, for a long term. Short term gains or losses do not bother you, while sure long term gains is your sole aim.

1. Clariant Chemicals [CMP: 362] - 20 to 25%
An MNC paying good dividends. Good fundamentals, and great balance sheet. Negative? At the all time high right now.

2. Lupin [CMP: 1136] - 10-15%
Again, great fundamentals. It's been doing some good M&As lately, and may surprise you with its results.

3. HUL - 20-25%
The safety net of HUL is a must for Vito Corleone, who would insist on investing rather not too rash!

4. Rei Agro - 5%
Beaten down stock, will roar when it gets into the groove.

5. Pfizer/Lakshmi Machine Works/Bharti Airtel/Biocon/Punj Lloyd/TCS
These 6 should make up the rest of your portfolio considering your choice.

Notice the sectors i'm bullish upon. It's the same as i discussed before, much before this bull rally. I'm still bullish on the same! If you know what you're doing, and it's contrary to what others are saying, you're probably doing the right thing. And that's what being Vito Corleone is, isn't it!?

And yes, tighten your seat belts, it can go anyway from here!