@Chins
Hi sir,
I see my way of investing very similar to yours like I also prefer to hold 50% to 60% for long term and play around with rest of the money. The only difference is I also love to trade on my long term holding as I understand their movement to some extent.
I have had very similar picks to you without even knowing that you have bought them or interested in. Eg NMDC, AB CAPITAL, DEEPAKFERT, GPIL
and it is quite interesting that my cash as of today is 18% :grinning
Just wanted to get some insight form you
-
Do you plan to maintain your cash balance? are you waiting for some dip in the market? how do you plan to use your cash?
-
Do you still plan to hold NMDC considering it gave a pretty decent move or you plan to hold it and enjoy dividend.
-
Are you comfortable with DEEPAKFERT valuations or you expect some more correction here?
-
If I were to ask your view on manappuram fin, Indiamart, IEX, zensar tech, bandhanbank. If you are tracking these stock or just a very basic view of your in these stocks?
thankyou
Subscribe To Our Free Newsletter |