1.Ashiana housing @165-7%
2.Godrej Properties @255-7%
3.HSIL @380-8%
4.Gati @140- 6%
5.TCI @220-16%
6.JB chem @190-7%
7.MCX @900- 7%
8.DCB @93- 4%
9.Vadilal @388-3%
10.Selan @210-5%
11Kesar term @395-5%
12 Ansal Buildwell @70-7%
13 TGB @ 116-7%
14 cash 11%
Guys I usually try to enter early!! all stocks bought in phased manner. Like individual stories and it is a matter of chance dat around 25% of portfolio in logistics space but I feel I got them at good price!! dont like largecaps and dont…
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