Booked profit and exited Agarwal industrial corp, Dynamic Systems and booked losses on Amararaja batteries and exited with no loss no profit HG infra
Added Dhanalakshmi bank, UCO Bank and Bank of Maharashtra as a basket of small banks. These would trading bets for 15-20 % gain as I don’t understand banking too well and don’t have a long term view other than that banks are turning around. Took a small trading learning position 0.5% on Fredun Pharma as I feel down side limited technically.
Started accumulating TCS hoping to keep it long term.
High churn hoping to convert some notional gains to real gain and reinvest.
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