10th July 2024
| Names | Invested % |
|---|---|
| PPFAS🔒 | 24.7% |
| Triveni Engg | 8.3% |
| Ami Organics | 8.3% |
| Sansera Engineering🔒 | 8.2% |
| Exide Industries | 6.2% |
| Gokaldas (GOKEX) | 5.4% |
| Lupin | 4.5% |
| Shriram Piston | 4.2% |
| Astec Lifesciences🔒 | 4.1% |
| Sudarshan Chem | 4.1% |
| Craftsman | 4.1% |
| Shyam Metalics | 4.1% |
| TATA Motors – DVR | 4.1% |
| Old Bridge | 4.1% |
| Ion Exchange | 3.0% |
| Rolex Rings | 2.4% |
- I am struggling to find anything at a good valuation – I am raising cash. Have exited L&T at around 200% up.
- Considering reducing allocations or exiting from other holdings over today and the next weeks. Can’t say how will I act here as the thought process is still evolving.
Disclaimer: I am not a SEBI registered advisor or analyst. This is my personal view and not a recommendation. I am often wrong and do change my views without being able to inform anyone. Please consult your financial advisor.
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