I’m heart broken to report changes in my technical & fundamental picks as reported by me on Aug 7th post.
Heart broken because I expected them to be in PF long term & I have researched a lot. How ever, hours spent on a stock doesn’t mean anything unless so many things fall into place.
Also, my general observation on my personal performance is – Trading gave better returns. Probably because of my mental block & resistance to change to the market structure past 1 year. Having a vision & patience is so so important.
Being emotional is detrimental to returns – so, I have to respect stop losses & technicals.
Posts by @hitesh2710 sir to me in March 2022 & October 2022 have been learning experience & serendipitous.
Full Exits:
PB Fintech: -10%. Fresh breakdown, ominous chart.
Indiamart: +10% (already reported).
Zomato: +20%. (already reported).
Trimmed:
Delhivery by half: +10% still up on cost basis, Dmart by half +20%, Page by a third +25%, Kotak trimmed by a fifth +3%.
Stay Put:
Nykaa: Here my attitude remains, bring it on Mr. Market.
New entries (as reported in technical thread):
Triveni Turbine
CMS Info
Mahindra CIE
Federal Bank
Anand Rathi
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