Hey @kartik_bhat ,
Thanks for checking, i’m currently in early 30’s. This is my direct portfolio investments, which is just around 15% of my overall networth. So this is my passion to invest in direct stocks.
Yes, like you rightly pointed out about the sectoral tailwinds & headwinds. I have trimmed my positions by booking profits recently on NMDC, COAL India, NATCO, POWER GRID, ORACLE. not all booking on same day or month over the months.
so basically i do monthly SIP’s on stocks.
Currently accumulating HDFC Bank, Kotak Bank & Mahanagar Gas.
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