It’s been a while since i posted. Mainly since ive not really changed anything since this post. Market at all time high means i didnt really have to do anything this past year(apart from selling everest at 2x… which in hindsight i was very lucky). Hbl has grown into my largest contributor even surpassing laurus labs due to its crazy 6x run.
Its time to be a bit wary now though… invested in HDFC bank a few days ago at approx 1390 with all of my savings from the past 6 months. Also considering selling my small contributors ie Valiant, orbit, dlink, krsnaa and putting that money into hdfc bank too(currently 5 percent of my PF… want to make it 10). Cant see myself losing money in hdfc and it would be a long term forever hold at current 2.x time book value. Would mean less companies to track too especially since individually they contribute so little. Will let everything else run for the foreseeable
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