Portfolio Update:
My asset allocation to equity shall go up. I shall strive to bring equity to up to 60% in coming months. Unfortunately I am not able to bet big on equity side given the run up of last few years (last one years big bet was only Nuvama). I trimmed bond portfolio wherever liquidity was available.
The older bets where I was big I was booking profits. For example: Nuvama in last update was 17% of portfolio, now its at 13%. Complete exit on Pricol led to some cash accretion as well. I allocated some of the Pricol and Nuvama money to Sandhar, and R&D bucket created in the last 2-3 months.
I do not feel I am in full control of my portfolio as I sprayed around money on R&D buckets and some shallow work (Sudarshan). I hope to streamline the portfolio over this quarter.
Disclaimer: I am not a financial advisor and nor a SEBI registered Analyst. The content shared here is only for learning purpose. All the names mentioned here are for example purpose. I may buy more, exit or partly sell the stock/bonds without any prior intimation . Also note that I recently joined a investment advisory firm. My portfolio is not a recommendation for anyone. Some of these stocks might be in clients portfolio as well so please be aware of vested interest.
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