With results of my holdings to commence , I’m ready to rejig and bring down the holdings to 25.
with ujjivan reporting blockbuster growth and bandhan reporting a tepid one in the quarter ending report… intent is to let go of both in near future and add to hdfc bank at these levels. Also would like to get to rid of repco since the thread of repco had already raised few read flags. Once this lull period ends banks are up for a rally hopefully(my horizon is very long ) . Most of them trading at very conservative BTV now
With US hiking the interest rates and gold crashing to 1650$ an ounce and rupee crashing to 82 levels compensating that, SGBs are a great cushion to have in one portfolio. expecting the lumpy return (one year of 30% return) from gold within next 3 years. so holding on to gold. if a severe market crash happens will move those to equity. my heart goes for the Investors in US who hold gold in lockers 
Keen on the result of skipper. The promotor kept coming up with so many reasons for underperformance. last quarter it was trading loss. LOL.
Booked minimal losses in krsnaa as thesis was broken . also booked profits in manappuram and LT foods to raise cash as allocation was minimal and not part of core portfolio.
Not making any additions as the fear of recession looms and correction in the broader market may present with a better buying opportunity but will press buy button if the results of IDA or any other core portfolio companies are above expected lines.
Started reading few books. Mostly HItesh’s recommendation. Yet to finish any 
william o neil
minervini
Technical analysis by Magee
Happen to read ‘Futurepreneurs’ and was glad to find most of the 10 companies listed were in to datascience/ML
| SGBJAN29 | 17.2% |
|---|---|
| SGBJUN29II-GB | 17.1% |
| SGBSEP29 | 12.9% |
| IDFCFIRSTB | 7.8% |
| KOTAKBANK | 6.2% |
| KRBL | 4.5% |
| SKIPPER | 3.1% |
| IDFC | 2.7% |
| HDFC | 2.4% |
| INTELLECT | 2.3% |
| HINDUNILVR | 1.8% |
| KILPEST | 1.8% |
| BANDHANBNK | 1.7% |
| APLLTD | 1.5% |
| STAR | 1.5% |
| JUBLPHARMA | 1.5% |
| KSCL | 1.4% |
| MARICO | 1.3% |
| HDFCBANK | 1.2% |
| RAIN | 1.2% |
| SATIA | 1.1% |
| DALBHARAT | 1.1% |
| UJJIVAN | 1.1% |
| HDFCAMC | 1.0% |
| AMBIKCO | 0.8% |
| HBLPOWER | 0.8% |
| PSPPROJECT | 0.7% |
| CUMMINSIND | 0.6% |
| REPCOHOME | 0.6% |
| MOTILALOFS | 0.5% |
| UJJIVANSFB | 0.5% |
Happen to run a 10 km run . will run a half marathon by next year.
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