Invested more on the existing counters. Below is how the porfolio looks today. Planning to add HDFC, MON100 and to the current portfolio.
| NIFTYBEES | 11 |
|---|---|
| PAUSHAKLTD | 11 |
| BAJAJFINSV | 8 |
| HATSUN | 5 |
| HDFCAMC | 5 |
| CCL | 4 |
| DMART | 4 |
| HDFC | 4 |
| HDFCLIFE | 4 |
| TITAN | 4 |
| TVSMOTOR | 4 |
| BRITANNIA | 3 |
| HINDUNILVR | 3 |
| LAOPALA | 3 |
| TATAELXSI | 3 |
| YASHPAKKA | 3 |
| AJANTPHARM | 2 |
| ASTRAL | 2 |
| CDSL | 2 |
| FINOLEXIND | 2 |
| JUBLFOOD | 2 |
| MAYURUNIQ | 2 |
| MON100 | 2 |
No Major changes, Adding to the existing portfolio when ever I get Cash. Pharma is looking for a rebound. May add some Pharma. Here is how the portfolio looks.
| Company | Current Value |
|---|---|
| BAJAJFINSV | 8 |
| TVSMOTOR | 8 |
| HDFCAMC | 6 |
| TCS | 5 |
| TITAN | 4 |
| TATAELXSI | 4 |
| CDSL | 4 |
| DMART | 4 |
| PAKKA | 4 |
| BRITANNIA | 4 |
| CCL | 4 |
| ICICIBANK | 4 |
| RELAXO | 3 |
| PAUSHAKLTD | 3 |
| LAOPALA | 3 |
| ASTRAL | 3 |
| MAYURUNIQ | 3 |
| ASIANPAINT | 3 |
| HATSUN | 2 |
| CHOLAFIN | 2 |
| AJANTPHARM | 2 |
| HDFCBANK | 2 |
| HDFCLIFE | 2 |
| JUBLFOOD | 2 |
| AVANTIFEED | 2 |
It is around 60 - 40.
