Major Changes in last few months.
Symbol | Invested PF% | Unrealized P&L Pct. |
---|---|---|
WOCKPHARMA | 28% | 42 |
TATACONSUM | 10% | 45 |
SWELECTES | 10% | 12 |
CHOLAFIN | 9% | -9 |
HCC | 8% | -9 |
GAIL | 8% | 8 |
LAURUSLABS | 7% | 8 |
ADVENZYMES | 5% | 7 |
NTPC | 4% | 43 |
HALDYNGL-X | 3% | 0 |
ZYDUSLIFE | 2% | 54 |
KSL | 2% | 32 |
GPIL | 2% | -1 |
CGPOWER | 1% | 6 |
Conscious decision to build a more researched and concentrated PF.
Few additions. Mostly added to existing Pf or companies in which i had been invested before like CG Power.
Kalyani Steel is under study. Strong promoter background, upcoming plant in Odisha should change their trajectory to higher range of products. Missed out on Solar play so have added swelect.
HCC i bought and sold twice in last two months. Overall average at 33.5 Rs.
CHolafin is only one where i am unsure what to do. Holding since last six months and above.
Have Sold out SJVN which provided huge profit for this current fiscal year. Overall, pretty good year.
Expect next year to be tougher for equities.
Also have 25% in MF with PPFAS Flexicap on SIP basis.
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