good idea. lets see how many people are interested and then we can decide

I would suggest accumulating IDFC Ltd. for new purchases and not doing any swaps. There is not much merit considering the service charges; STT paid for the sell and buy of new shares. And you never know what will happen in the one day in between your sell and buy.

In the Market it is futile to expect 100% hit rate , 60-70% is good enough for me if I can allocate well to these 60-70% and cut my loosers(40-30%) early.
Neuland Labs: Prime reason behind exit was their margins were not getting expanded even though they were investing heavily into R&D. Pharma company mainly thrive on generics where competition is cut throat. Real opportunity lies in API, CSM. Even these get hit at times recent example is Divis- Labs.
Ishan Dye: It was a very small bet. Ishan had lead in Indigo Blue but even then it could not command any premium due to nature of Dye Business. As soon as I realized that , I exited.

I cant share granular details but some information shall be good enoughy. I started my journey 2014 so 2014-2020 was monkey phase for me. In 2020 along with covid ValuePickr happened to me and believe me it was like Revelation to me. Had been in Learning and earning phase since then.

Started with Few Lakhs now in Cr . Had been investing 80% of my salary into portfolio. Did swing trading during post covid bull phase. Re-invested all profits back into portfolio. Had some winners likes of Rajratan Global, RACL, Lancer Containers, Carysil. Some i continue to hold which u can see in my portfolio details.

Few Learnings: Some companies i sold early by not not looking at future but past(RACL).
Some Companies I could not dare to take a call due to improper understanding of Accounts and Business area(e.g Aditya Vision 60x since then).

I have multiple demat accounts so it is difficult to share the Graphs.