I have doubled down on Angel One and NPST. This is how the new allocation looks like.
| Stock | Profit % | Protfolio % |
|---|---|---|
| NTSP | 27% | 31% |
| DP Abhushan | 98% | 21% |
| Angel One | 18% | 16% |
| LT Foods | 17% | 16% |
| Zomato | 160% | 15% |
I have some cash to deploy but I am confused about whether to add more positions now. I have Dr. Agarwal Eye Hospital, Bajaj Finance and CDSL on my list. At this point, Bajaj Finance and CDSL look like a safe bet as I believe markets will be volatile for the next few months.
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