Hi All ,
Here is the new portfolio I’m building for both long-term and short-term and i sold few of my old holiding with 20-30% margin,
I choose Adani green @35rs today it’s 1900. – holding
TTML 5rs now 100+ , 52high 245rs thought of selling but holded. –holding
Yes Bank bought@250 now @13.(big loss I bought this adani same time,all loss covered by adani) avg to 30k per share waiting to exit.
JSW energy @69 now @200+ holding
Akshoptifiber @7 now @11 sold 50% @14.
Tata motors@180 holding
Suzlon energy– waiting to sell already on 100% profit
Surana solar/telecom –
New addition
FSL – @106
HFCL
Bajajhind
BCPL long-term
ITC long-term
Wipro long-term
Castrol
Bob
Canara longterm
Exide long-term
IEx
LTFH
Mannpuram
Nbcc
Zomato-entry44
hUl long-term
Taneja
Mindteck
Dhruv
My aspiration is keep both and long term and short term with practical real margins(20-30%/annual) for short term and long term compounding, i dont dig too much about the company background i go with layman terms ,expHUL are well known in the segment we use 70%household from them.
Most of company in my portfolio I’m aware and Some1 from my Circle working there or somehow i aware of them.
Need suggestions on good books to read about Indian market.
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