well, if your purpose is to trade by taking deliveries of shares,
i.e. other than intra-day.
which indeed called as an Investment be it long-term or short-term.
it doesn’t matter not having all of the sector specific shares at once in your portfolio,
what require is to just keep a track on this time to time say 5-15 days and develop an expectation in your mind,
you should enter into the market at the price,
on which, you feel, is satisfactory and have ability to fulfil those expectations.
for this purpose, fundamental analysis will play a significant role.
here i am is sharing with you a specimen of stocks held and tracking of it at the specific point of time.
hope this will help,
also, I am disclaiming that it should be viewed strictly as an educational purpose only.
please note that the re-balancing of portfolio is also required time to time to match it with your Expected Rate of Return.
happy readings..
Gaurav Bohra.