I usually have a universe of around 40-50 fundamentally and/or technically strong stocks and keep this on watchlist. These are the names where I have done fundamental research by the usual annual report/concall/presentation resources. These are the names I keep watching during market corrections.
I am usually fully invested and hence have nothing to do except watch the show from sidelines during most corrections. ( I feel going ahead I should be taking partial cash calls, but that’s a work in progress) But what I often end up doing is tinker with some weightages in portfolio and raise some funds to add to a new better option, or replace the weakest link in my portfolio with a new stock. But most of the times its just sitting pat with whatever I have.
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