Portfolio July 28th 2022
As informed several times before, we are particiapting in this counter-trend rally. Increasing our cash allocation as we get few convincing set-ups.
Currently 50% cash is deployed.
All set-ups of this portfolio -stocks have been shared on this thread earlier.
Allocation is based on our convition lelvels on set-ups and valuations.
Views from veterans are welcome.
Disclaimer- No reco no suggestion.
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