I have my exit system in place, and its generally easier to hold when entry is done right. Current entry price for entire PF:-
VBL:- 940rs
Equitas:- 45rs
Saregama:- 230
IIFL:- 280, avg at 370 due to averaging
Narayana:- 700
KEI:- 1100
PB Fin:- 520
Ujjivan fin:- 270
Arman:- 700, averaged up- 950 currently
Apcotex:- 440 (New position)
Gujarat Fluoro:- 2899
Kama hold co:- 12000
Prciol:- 190rs
SBCL:- 340
Older positions include Navin and Apl (110 rs). Both have done well. Apart from this- used to hold Usha Martin & Bharat Wires. Sold both recently, recent mistake includes buying Piramal. Sold the day they announced inventory write offs in the first result post listing.
Looking at a lot more sectors, and finding opportunities in renewables, Amines, etc.
Lets see how the PF does over a period of timeā¦
Disc: no reco to buy or sell.
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