Oops! Seem to have provoked some undesirable, half-baked responses! I am no good, nowadays fully retired and too busy spending money rather than chasing more returns. I do not see what is wrong with high-degree of dependence on value-pickr forum. Am not forcing anybody to waste their time on thinking up such responses.
Some details may quench the fire though!
Yes, it is tax free only becoz majority only long term gains were booked this year. But yes, there were losses previously there too, hence tax free now.
More relevant is the reasoning behind actions of buy and sell, weak though they may be. Coastal corp seems to be battling against shrimp oversupply situation due to a weak chinese demand situation.
Yes, Best agro seems to be positioned precariously after a steep rise, indeed a high risk situation. It may be far better to stick to bottoming out stocks like PSU banks a few months ago, for better risk management.
PS: the portfolio graph looks flat ONLY because I paid 8% of its value as taxes on booking (short-term) gains. And liquidated 4% more for past ~2 years expenses.
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