Can the ISB folks help me with a portfolio review, please? Portfolio Size: (Holdings 23, Invested Capital ~20 Lakhs; P&L: +11%)? Rationale for picks included in comment.

This comment was posted to reddit on Jul 02, 2021 at 4:19 pm and was deleted within 13 minutes.

23 Holdings include : 4 ETFs including - Nifty 50, Nifty Next 50, Motilal Nasdaq 100, HDFC Gold ETF
Pharma Pack: Cadilla due to possibility of covid vaccine plus business as such; Cipla as overall business; Lincoln for potential growth as they move from contract manufacture to branded plus try headway in EU
Materials: SAIL, Hind Zinc, Rain for exposure to spend in case of infra push and otherwise commodities in case of inflation plus public spending to build infra and boost economy
FMCG: Tata Coffee for coffee as growth commodity; Tata Consumer for them to morph into a better FMCG business; CCL for overall business
HDFC bank and HDFC Life for exposure to bank plus insurance
Reliance is I am planning to get more exposure for long term
IEX as financial monopoly plus play on energy and power
Lemon Tree and PVR small bets for opening of India overall