Hello people.
A good way to retrospect. I have a portfolio of 18 stocks and effectively no cash as of now. The thing is when the market cracks both stocks ( which we have to sell to get into cash and buy ones) go down. And it’s a mental block selling at lows. However I hold astral which is currently at 70 pe which I feel is discounting revenue growths quite a few years down the line which hence I am planning to partially sell if not fully.
I will be looking to add to few of my existing holdings which include premco, Mt educare and cupid. To all these current holdings the bullish ness can be described in one sentence.
Premco: we will never stop wearing underwear even in recession
Mt educare: would have been a flop in any developed country, but in india parents will keep pushing kids for those magical grades
Cupid: better to safe than sorry. And what better way than for it to be decided by the fairer sex.
Regards
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