• Stock @StockX ·  3 years, 4 months ago  ·
    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 🇺🇸
     4
  • Replied to StockX 's post
    Vishal @vishal ·  3 years, 4 months ago  ·
    Autos are being disrupted. Is there a good way to invest in the emerging EV space without too much exposure to traditional auto?
     1
     2
 
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