Current year has been going awseome , portfolio is at ATH and currently I am making daily new highs 
On daily basis my folio is making higher lows and I had breakout in start of month May. (well this much only I know how to read charts 
Talking about bets I have now started booking profits from my satellite/momentum ones and moved the amount to the core ones. Most of the companies came out with superb results considering about macro and micro factors like Stylam Ind, VBL, Polycab, IDFC twins, Saksoft, NIIT Ltd, Hindware Home Inovation, Vesuvius, Ugro Capital and many others, while from few I made exits like KSB pumps, RBA (took the opportunity of rumors and made an exit), IB real and Xpro India, Big Bloc, Adani power.
Exit from Xpro and RBA cause both are still long time bet to play, will revisit them in next 2 qtrs
Moved the profits to FCL, Goldiam, Dream Folks, Black box, Saksoft, Maharastra Seamless and few others.
Studying about two new companies Josts Enngg, MPS Ltd and Avalon Technology and migth start tracking position.
As overall now I am cautious and will book more profits from the stocks and either sit on cash or invest in core ones. Will avoid or atleast make less allocation on satellite scripts.
Overall at portfolio level Saksoft and VBL are almost 6x for me and few like Stylam, Polycab, Rk Forge, Rajratan are 3x.
Hoping NMDC steel bet to be played out better, slowly increasing pos.
I will be sharing portfolio scripts but almost core ones are same as usual.
Lastly want to thanks @Worldlywiseinvestors , @sahil_vi , @Chins, @Kumar_manas and some others which are not on this platform. They keep me motivated and teach amateurs like me to invest money in better manner. I might not follow all their sayings but keep my ears open 
Disc: I am not SEBI registered, might have taken positions in few which I recently talked and am biased. Please don’t follow but will be more than happy to take some advices from others.
Happy Investing
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