@sinha124 – Good thread
This correction was an excellent opportunity for me to rebalance my PF. My allocation towards Pharma earlier was on the lower side. I used this correction to add more of Ajanta, Shilpa, Aurobindo & Alembic. I already own Torrent. (I follow a basket approach when it comes to Pharma, as each of these names specialize in a particular segment).
Shilpa is an SIP candidate for me. I buy more when there is a correction and nibble when it is at the higher levels.
Sold off Amararaja & other names where my allocation was less than 3% in the recent rally.
I stocked up Avanti, Indusind, Treehouse, CCL, Bajaj finance, & MPS at lower levels.
I am looking at adding more of Avanti, & Kaveri if there is further correction. Looking to add PI & one of GRUH or Repco to my PF. Have invested 50% of my investible cash and will add more only if I get my buy levels.
I have other tracking/trading positions.
Thanks,
Ravi S
Disc – Please do your due diligence.
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