Update
Took major exits today
Amara – sold out 1680s – 3x
GLS – sold out 900s – 2.1x
Antony – Sold out 540s – 2.1x
City union Bank – Sold out 170s – 0.4x
Overall have to pay 3.2% as LTCG of sold out amount. Wanted to keep cash, just intuitive. Now cash stands at 42% of overall portfolio value
This could turn out to be a very big mistake/ bad decision. Want to take one concentrated bet, trying to find value
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