Have updated my portfolio below. Sold off few more junk. Also happen to sell of few SGB, will revisit gold later. Allocation to gold has come down to 35%. Portfolio returns crossed 30% for the first time and still I couldn’t convince my family on investing in markets 
. I have been inspired by few of our investors posting their returns (if they can do it over a period consistently then we can give it a try too). With cooling inflation, benign interest rate, current account surpluses and investment in infra , I think we should all do well barring an unfortunate event in 2024.
Will get rid of Bandhan at an opportune moment. Extended my subscription to intelsense by another 2 years and that might give me few ideas in the coming year and next. I still hugely believe you should take some profits off the table but also not derail the momentum(i know i sound confusing). May be inaction till next quarter result. Read Pat Dorsey book by then.
Have been going for yoga classes past two months and that’s the best thing I have done all this year.
| Instrument | Percentage |
|---|---|
| SGBJAN29IX-GB | 12.6% |
| SGBJUN29II-GB | 12.6% |
| IDFCFIRSTB | 8.9% |
| IDFC | 3.0% |
| SGBSEP29 | 8.4% |
| KOTAKBANK | 5.2% |
| SKIPPER | 4.9% |
| INTELLECT | 4.0% |
| PPLPHARMA | 3.4% |
| KRBL | 3.3% |
| FLUOROCHEM | 3.2% |
| SGBJAN28 | 2.5% |
| ASAHIINDIA | 2.0% |
| ANGELONE | 1.8% |
| KILPEST | 1.8% |
| HDFCAMC | 1.7% |
| AMBIKCO | 1.6% |
| HINDUNILVR | 1.5% |
| KSCL | 1.4% |
| UJJIVAN | 1.4% |
| UJJIVANSFB | 0.6% |
| SATIA | 1.4% |
| BANDHANBNK | 1.3% |
| APLLTD | 1.3% |
| SUNTECK | 1.2% |
| DHPIND | 1.2% |
| HDFCBANK | 1.1% |
| MARICO | 1.1% |
| RAIN | 0.9% |
| DRREDDY | 0.9% |
| HBLPOWER | 0.8% |
| ICICIGI | 0.7% |
| NATCOPHARM | 0.6% |
| GRANULES | 0.5% |
| BHARATFORG | 0.4% |
| UNIPARTS | 0.4% |
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