Portfolio Update – Jun 2023
Sold IEX completely.
Entered Hangseng ETF – for short term.
Core Portfolio
| Instrument | Weight |
|---|---|
| Titan | 16 |
| ITC | 15.3 |
| United Spirit | 14 |
| HDFC Life | 12.5 |
| Pidilite | 7.8 |
| LTTS | 7 |
| Nestle | 6.7 |
| Dr Lal PathLabs | 6.7 |
Satellite Portfolio
| Instrument | Weight |
|---|---|
| BCL Ind | 5 |
| Sharda Cropchem | 3.2 |
| MAFANG | 3 |
| HNGSNGBEES | 2.7 |
No Change in MF – continuing SIP in below MFs –
PPFAS Flexicap
Axis Smallcap
DSP Nifty Midcap 150 Quality 50
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