Portfolio Re-Allignment

Following Fellow boarders advice: i have sold the following stocks:

7 Chambal Breweries Liquor 2225- Sold all at 2x price.
39 NOCIL Ltd Chemicals 5000- Cut my stake by half and just holding on to the free shares now.
43 Pipapav Shipyard Defence 2000- Sold all considering the debt situation, Anil Ambani take over and ofcourse hefty gains from purchase price of 58.
44 Pincon Spirits Alcohol 2000- Sold all after a 20% gain in a month. The way political bosses are playing the alcohol ban card, its a bit scare to be in.
14 Empee Distilleries Alcohol 1000- Sold 800 and kept the balance 200 free shares primarily as it has potential to be a multibagger owing to utilization of capacities that it has.

 

Yea...also sold polaris...just got frustrated..so took my 10% and walked off.

 

good move abhishek . look into something like mcx, amara raja and repco.

 

already hold MCX and have repco on radar.
Not a big fan of amara raja..considering the competition from the chinese in the sector.
If they get into large scale Lithium Ion..well then may be..

 

even though u have mcx , u may add it.

 

i will