Portfolio Update -July 17
Added Muthoot Cap , re-addition of Intellect and exited Dynemic Products,Happpiest Mind ( it was the quickest entry and exit ) .
We’re in a long bull market – and we identified the horses of long-run at the beginning , hence no plan to change them midway.
Yes we keep doing small proift booking here and there by selling 5-10% from those stocks where the run has been very ferocious.
Need to generate some cash if some equally exciting opportunity comes along or to add more on old -holdings.
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