Update on portfolio : 25% Equity, 16% Fixed Income, 2% Gold and 57% Cash
Equity
- Arvind Fashion
- AGI Greenpac
- Hindware Home
- Meghmani Organics
- Equitas Holding
- Supriya
Watching IT and Pharma closely, seems at good valuation
Working on one technofunda strategy apart for fundamental stock pick, will update if it yields expected returns.
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