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A good long term (10-15y) low risk portfolio today has following themes
1. Semi Conductors 🇺🇸
2. Autos (OEMs 🇮🇳)
3. Financials (Pvt Banks 🇮🇳)
4. Renewable (Solar)
5. Cybersecurity 🇺🇸
6. Manufacturing 🇮🇳
7. REITs (Digital Infra)
Optionalities
Battery Tech 🇺🇸
Space Companies 🇺🇸 -
Replied to StockX 's postAutos are being disrupted. Is there a good way to invest in the emerging EV space without too much exposure to traditional auto?