Rakesh Jhunjhunwala is a perfect trader who believes in holding stocks with a long term perspective. The three core stocks forming 55% of his portfolio are as listed below:
- Titan
- Lupin
- Crisil
He pointed out that these were defensives and focused on the domestic consumption story and though they were expensive, they were well worth the price. However a word of caution si that one should not blindly follow Rakesh Jhunjhunwala as his style of investment and time horizon may not match in each followers case.