Partial profits can be booked since most of the stocks have given a good run up. Cash positions should be increased to around 25-30%. IRFC, NTPC, SJVN and Vindhya can be reduced, some PFC can be converted to REC as valuation difference has reduced, although I am carrying on with PFC).
If there is a crash in smallcap around 18-25 Jan (the 2nd last week of month seems weaker for small caps), take extra positions in case there is 8-10% crash in a stock.
Short term bet can be taken on VLS finance considering the buyback happening which can increase its price from 154 to 180+. Risky bet.
Some positions can be taken Auropharma+GLS+Glenmark (Say 3, 2 and 2 percent). Caution: Promoter Group of Auropharma is not seen in positive light, but it is one of the cheapest big pharma stocks, so the risk can be worth it.
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