Quick update on the Portfolio. No changes since few years. I am trying to deploy more capital, Market remains out of my comfort zone and testing my patience I am holding up still. I have also started my position in the US markets. Comments most welcome.
Instrument | % Allocation |
---|---|
TVSMOTOR | 9 |
BAJAJFINSV | 8 |
HDFCAMC | 6 |
CDSL | 5 |
DMART | 5 |
TCS | 5 |
BRITANNIA | 4 |
ICICIBANK | 4 |
TATAELXSI | 4 |
TITAN | 4 |
ASIANPAINT | 3 |
ASTRAL | 3 |
CCL | 3 |
CHOLAFIN | 3 |
MAYURUNIQ | 3 |
PAKKA | 3 |
PAUSHAKLTD | 3 |
RELAXO | 3 |
AJANTPHARM | 2 |
AVANTIFEED | 2 |
CROMPTON | 2 |
FINPIPE | 2 |
HATSUN | 2 |
HDFCBANK | 2 |
HDFCLIFE | 2 |
JUBLFOOD | 2 |
LAOPALA | 2 |
US Investments:
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