So finally got to experience a bigger shakeout in the portfolio. While indexes still seem a little ok, I think the pain got a little bigger in certain pockets of the market. Some of the stocks in my portfolio were a part of it and thus I finally needed to do some swaps.
Exits →
- MRPL
- UCO Bank
- SWAN ENERGY
Entries →
- ANANT RAJ
- DIXON TECH
- GLENMARK PHARMA
Given the not so encouraging quarterly results ( even last quarter was just about average ), we may see a broader correction in the days to come.
Portfolio start date → Jan 23, 2024
Total returns → 39.75%
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