I am one of lucky and fortunate investor who is sitting on a all time high of portfolio even at this moment, though i will give some credit to my strategy as well:joy:
. My 50% of portfolio from Nov 2021 is in below stocks
- Aditya Birla Fashion
- Shoppers stop
- INOX leisure
4 Jubilant Ingrevia
5 Thomas cook - Tata Motors( sold recenlty at 470, bought at 67)
- Aditya Birla Capital
8 AGI Green
9 Varroc
10 Gulshan Poly - Arvind Fashion
Recently added large position(20% if my PF in Arvind Fashion), ABFRL, Arvind, INOX, Shoppers stop is 40% of my portfolio. These stocks have risen despite market volatility, never invested in IT sector as don’t understand much, avoided all hospitals as valuations were too euphoric. Just follow bottom up strategy and Contra investing which has help me grow my PF over 16 times since March2020, comparing from lowest gives more highs:joy:.
It was not all done just by holding or reshuffling, leverage is a big part here, I am leveraged by 40% at any moment till now and managed leverage successfully,
At last I will say one thing, there is no rule in markets, buy and hold doesn’t make money at all times, u need to look for returns, just an example, spotted opportunity in AGI and built huge positions at 200 average, stock raced to 400 recently.
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