The broader market witnessed a deep correction today. Plus the mkt in general has been correcting for the last few sessions. I thought, it was a good opportunity to make some changes at portfolio level to take advantage of steep price cuts in stocks that I always wanted to buy. Hence resorted to some chopping / changing today – As follows –
Completely sold –
RPG Lifesciences ( I thought, its valuations were now rich )
Marathon Next Gen Realty ( I made descent money in this despite having limited knowledge and conviction about the RE sector. Hence I thought – lets book profits here )
Together, these 2 stocks comprised about 5 pc of my portfolio. Utilised the cash to buy –
Fresh Entry –
Cholamandalam Investment and Finance ( always wanted to buy it. I thought – the recent dip may be a good entry point )
Incremental additions in –
Federal Bank
Karur Vysya Bank
Kopran
SAMHI Hotels
Bajaj Finserv
Cera Sanitaryware
Neuland Labs
Laurus Labs
Lumax Auto Technologies
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