Latest folio status:
CAGR approx 35% since inception, 7 years ago. Currently 2% down from previous peak (considering the withdrawn amount too in calculating). 90% up in past year.
Total 25 stocks.
Sold out Caplin and added Kaynes, it’s going to be a bit of patience games, can get stuck in losses for few months, very expensive. Kaynes is electronic manufacturing services provider, its setting up a chip testing and assembly plant soon, should grow due to the government subsidy. Caplin had reached a high point and was just a safety bet, pharma seems to be peaking now.
| Subscribe To Our Free Newsletter |
