Portfolio has been mostly on autopilot till June end but recently I let go of …
Infy at 16% loss … (nearly 2 years and end of my patience) .
Persistent at minor profit(Nothing bad in it but is the PE already too high ?)
HBL ( Got stopped out and could not get back in becoz of the balasore incident)
ITC,polycab,VBL and Sivalik is doing well,Piccadilly is starting to show its colours .I have added some new atocks but refraining from mentioning here as I will surely hop out of some and update here next quarter.
Its been nearly 3 years and my portfolio value is at 2.3x (x being the invested amount) pre- tax .So I am on track and hoping for a longish bull run.
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