Few learnings or testing in process
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I wanted to increase the allocation in NH and increased it when I saw the hospital sector was declaring good results. It seemed to work as the the NH results came out to be good.
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NH increases the price of the molecule at the start of the year. Hence following Q3, Q4, Q1 and Q2 results are just increase in volume and efficiency.
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When we find something is not good going with our stock price even when the benchmark is performing good, we should look whether all stocks in the industry in doing good or not. If all are not doing good, then we can look at the industry wide reason otherwise we can try to dig deep into the stocks.
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Using CANSLIIM to buy the stocks sometimes works as the recent upmove in the stock gives us the margin to hold like in Goodluck and Neuland.
Monthly portfolio update
Added Neuland and Kama holdings and added more of NH.
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