Update
Added some 30% position on top of existing to KMB in two tranches one at 1660 and other at 1550. Current avg price of total holding stands at 1705. On cost basis KMB is 20% position now and at portfolio level it is around 15% position. This addition was with some cash inflow from my salary which was happy coincidence with the fall
I was seriously mulling over selling a lot of other holdings and adding a lot more of Kotak if it falls to 1300 levels, still can do but that price level could be a wishful thinking
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