My decision to not add something new which I took over a month back was a difficult one.
Infact I had been toying more towards the idea of booking some more profits and waiting for some correction to add which eventually happened this month.
There’s nothing more to add since my last post except the fact that I’ve added some Macpower and Windlas post the last post and have again taken Jash Engineering back to 10%.
In hindsight I shouldn’t have sold Jash but then was excited by the idea that due to stock split there might be some booking and it actually fell from 2600 odd levels to close to 2050 levels.
Have completely sold HBL Power to raise some cash, since I wasn’t planning to add into that right now.
As of now on allocation basis the portfolio has only 5 stocks with Macpower and Shilchar-65% and Windlas, Jash and Ethos contributing 35%.
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