August 2023 PF Update:
Consolidation of PF progressing well with the number of stocks now down to 21 compared to 29 in Jul end & 38 in June. Top 10 stocks have 74% of PF value at current market price.
Growth Stocks now account for 64% of PF, which is deliberate to ride the current bull run in Midcaps & Smallcaps.
Aug exits and the rationale are also mentioned herein for my future reference.
Disclaimer: My posts are not recommendations to Buy, Hold or Sell. DYOR.
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