Portfolio Update
Out of the above 22 positions, we have exited Apar ,Bosch,Borosil Renewables ( off-late did not like the speed of the movement )
Replaced them with the following
Apollo Sindoori
Arman Finance
Suryodaya Small Fin Bank
So total positions remain same.
Sorry that off-late ,we are not posting any charts . We keep giving our portfolio -updates like above time -to-time ,hence no new charts to share.
And as they say, when the tide goes up even the stones start floating , hence in this tide-scenario it does not make sense for us to use our expertise here.In a bull market, everyone is genius.
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