I have a portfolio of around 40 lakhs

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So recently, I inherited a portfolio, worth 40 lakhs as of today, and I think it is not well diversified! The majority of the portfolio consists of hydropower companies(Upper, HIDCL, RHPL, SJCL, CHCL)- around 80% and 15% in Commercial banks (GBIME, SBI, NBB, KBL, MEGA, SRBL). So, I want to diversify the portfolio a bit inorder to spread and average out sector specific risk! But I’m new to the Nepalese Market and don’t want to diversify for the sake of diversifying! My question to you guys is- How would you guys go on about optimizing this portfolio? Which stocks should I sell? Suggest some scrips!! Thansk!!

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