Current Portfolio at the end of 2023.
| Stock | Avg | Percentage |
|---|---|---|
| AXIS ELSS | 70.99 | 13.29 |
| SHYAMMETL | 352 | 9.94 |
| HDFCBANK | 1532 | 9.32 |
| MIRAE ELSS | 21.01 | 9.29 |
| GLS | 505 | 8.75 |
| SMALLCASE | – | 6.50 |
| PIIND | 3402 | 6.36 |
| RELIANCE | 1941 | 6.20 |
| EPIGRAL | 1113 | 5.03 |
| ANGELONE | 1584 | 4.65 |
| INFY | 1386 | 4.44 |
| MINDSPACE-RR | 319 | 4.12 |
| APLAPOLLO | 1322 | 3.72 |
| MGL | 1090 | 3.64 |
| PANAMAPET | 325 | 2.03 |
| JKPAPER | 399 | 1.51 |
| AXISGOLD | 51.81 | 0.71 |
| ICICI Multi Asset | 648.71 | 0.50 |
Portfolio Allocation: Equity to Debt = 60:40
- Latest additions are JK Paper and Panama petrochemicals as they came up in my screener. Expecting JK Papers recent acquisition to help in packaging business.
- Increased allocation to current stocks
- Redeeming from AXIS ELSS as and when lock in completes due to poor performance in recent years
Performance
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