Update
Sold Zee and Lux completely at loss of 30% combined. Added proceeds to UPL at same price as above, holding Zee was a mistake I guess even post merger cancellation while could have booked 60% profit and exited in hindsight 2 months back. Lux sold with 45% loss, yes it seems to be at good price point currently to average down but somehow felt UPL is better bet for now, could get back into Lux if any cash buildup is there. UPL now is 4-5% position on cost basis and could also add more
Portfolio at meagre 18% green overall. KMB, HDFC, CUB all are flat and they form 35-40% position
Subscribe To Our Free Newsletter |