@varvp14 My returns aren’t worth broadcasting in this great forum of wiz kids. But let me unmask it, since you had asked. Unrealised gain for a 15 – 18 month period used to be a respectable 60-70% but it has nose dived to a meagre 30% , after steep corrections everywhere but the killer nose dive in 2 of my key holdings – Page and Eicher plus not to mention the southern sojourn of Axis, Yes, Kitex, Ambika and of course big cuts in Repco – plus Gruh in standstill mode.

As disclosed in PI industries thread, I have increased PI weightage by a little bit and would most likely stop here. No fresh money, just re-allocation. I would put the weightage of PF once the dust settles as the %ge change with the volatility in the markets. I prefer to take the %ge weights at some steady state point.

@ Kapil – As warren Buffet says we don’t want to overpay for cherry consensus, I see more upside in Axis bank than HDFC bank over long term – 5-10 yrs

@ Kalyan – Thankyou for compliments. A lot of this has to do with my buying aggressively in market corrections and holding stocks over long term. But this return is over 3.5 yrs almost so its ok. How much is yours if I can ask?

@ Ravi – Very well said. My only issue is developing an independent thinking and looking for various other stocks as there are lots of them hovering around with much better perspective and outlook. The idea of the forum is not to run a basket of Mutual funds whose top 10 holdings invariably looks same but to promote and develop stock selection process among readers and participants . Currently the situation reflects bias and less risk taking ability coming out of absence of self conviction on various other stocks. Herd mentality seems to be playing here. That said the discussion on various threads and presentations done are absolutely fantastic and give much insight into various investment techniques and stock stories.

True, looks very strange and suspicious that promoters skipped AGM if it truly happened. I have no idea and only those attended could explain. Selling was very planned and executed without causing too much price damage.