I sold some Tata Elxsi to diversify into smaller companies. The IT industry is going in downturn globally and may take some time to recover. So I was thinking of buying back my shares in sip mode over 2years.
Swiss consumer gave me high returns in short time. The rights issue was selling at discount to actual shares so I sold the shares and bought the RE. A 6% position became 12% quickly. I sold some to bring it to 10%.
I sold some CDSL and Hindware also so Dmart position increased. No trading was done in Borosil, Dmart and Tata Consumer.
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