List down your personal financial landscape, in detail - Cashflows, asset allocation, short-medium-long term commitments, etc., etc., etc.
Next, list down the names of your current equity portfolio construct - which names, how much & why are they there?
Which sectors or particular names do you understand or maybe just like?
Most importantly, write down who are you? - what is your temperament?
All of us know ourselves (or at least we think, we do) and generally don't spend enough time journaling it. We then start taking decisions, on the fly...
Once you have done this initial groundwork (maybe you have already done all of the above ), we can then discuss in detail and we can give suggestions based on the above-listed factors.
We believe this will be extremely useful in the overall scheme of things, in the long run.
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