I have a concentrated portfolio with top 3 stocks making up 82% of the portfolio. In the last 3 months I have been reducing Hawkins Cooker and finally sold it all on the day sensex crashed 6%. Replaced it with Kitex and Ajanta Pharma. Idea is to keep nibbling Ajanta Pharma every now and then and add more to Kitex post Q2 results. Have been tracking MT Educare and Shriram Transport Finance as well but have not bought them yet.
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