Thanks. These are initial allocation and once i develop conviction im gonna pyramid up. Also im not looking at 2x, 3x in every counter. Sometimes additional funds are parked there on which im happy to get even 10-15℅. Say for example, i had dulux in my watchlist and since the entire paint pack underperformed, i decided to go with the leader. The effect of new entrant giants like jsw will be seen in coming quarters based on which i might load or lighten asian paints. I also advocate to regularly book profits from time to time. I got indigo paints allotted in ipo which i booked profit during listing. Not buy and forget investor though i don’t sell fast very often.
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