No, I am not swing trader. As mentioned i am invested for minimum 3-4 years in most of portfolio stocks. Also i mostly rely on fundamentals, concalls etc. I exit only the tracking positions which i take if am not able to make my mind. Zodiac was tracking position. Phantom will see a lot of disruption to business model thus the exit and IPL was mentioned to be cyclical bet in any case. Other than that ~90% of portfolio remains as it is in last two posts. What makes u feel like i churn a lot?
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