Portfolio Update
Exited Hemisphere Properties today completely at around 250 a piece, Thanks to Anil Sanghvi (Zee channel – ironically lost all unrealized gains in Zee and holding) scrip has gained in last few sessions due to his coverage in TV resulting in volume spurt with green shoots. I might be completely wrong as results are out tomorrow and many I guess believe some good announcement on Pune land is due. Happy with gains for now made some 115% in nearly 2 years holding. Happy to get in in future if I see pessimism or some positive development
Added some 2% position to HDFC Bank in 1425 to 1480 cost range over last two weeks although near term upside is not visible
In terms of portfolio currently at 31% overall unrealized gains
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