I had managed to look at breakouts in these renewable stocks and managed to ride one of them in form of Inox Wind Ltd. I exited it a bit early but with the kind of allocation and returns I was getting within 7-8 weeks, I was quite satisfied with my returns.
I had a look at other stocks in the sector like SW solar etc but somehow could not figure out how earnings are going to pan out. And often times when you are focussed on your portfolio picks and do not have too much funds to deploy to new ideas, you often miss such sectors.
In investing, these kind of misses are part and parcel of the game. As long as your winners take care of such lapses, portfolio returns are okay.
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