Below is my updated portfolio. sold off few equities and SGB to raise money for my euro vacation. Finally its possible to have a euro vacation with Indian salary 
. Decided to continue with intelsense. Yesterday went through ’ Apples and Oranges’ by @sahil_vi (my favorite investor) during my walk. I think it would keep me busy for a couple more walks (depends on the length/time i walk). Portfolio returns is at 22% and as i have mentioned its absolute returns not yearly CAGR or XIRR.
| Instrument | Percentage |
|---|---|
| SGBJAN29 | 15.7% |
| SGBJUNE29 | 13.1% |
| SGBSEP29VI-GB | 10.6% |
| IDFCFIRSTB | 7.9% |
| KOTAKBANK | 5.9% |
| SKIPPER | 4.6% |
| KRBL | 3.8% |
| FLUOROCHEM | 3.7% |
| INTELLECT | 3.2% |
| PPLPHARMA | 2.8% |
| IDFC | 2.8% |
| SGBJ28VIII-GB | 2.6% |
| KILPEST | 2.0% |
| AMBIKCO | 1.7% |
| HDFCAMC | 1.7% |
| KSCL | 1.6% |
| HINDUNILVR | 1.5% |
| ASAHIINDIA | 1.5% |
| DHPIND | 1.5% |
| SATIA | 1.5% |
| BANDHANBNK | 1.3% |
| HDFCBANK | 1.3% |
| APLLTD | 1.3% |
| UJJIVAN | 1.1% |
| MARICO | 1.1% |
| RAIN | 1.0% |
| DRREDDY | 0.8% |
| HBLPOWER | 0.7% |
| GRANULES | 0.6% |
| UJJIVANSFB | 0.5% |
| UNIPARTS | 0.4% |
| ICICIGI | 0.3% |
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