All laggards in my portfolio are flying now. Everyone would agree that this rally is based on the hope and not a fundamental based rally. Now I agree investing in bear market is quite easy and not in bull market. I am planning to up my stake in IT, Pharma and FMCG as these sectors will go out of favor as investors would pull money from these sectors and invest in cyclicals and turnarounds. Appreciating currency would also play a major part.
PSUs, cyclicals and CanFin helped me to reach my two milestones
1). Maiden 50% absolute returns since inception of NAV based tracking (now I am at 51.01%)
2). CAGR of 30% (now stands at 32.66% since Dec-12)
I would work on to see if some partial profit booking can be done after the run-up.
I am stuck with Infosys and am planning to study CMC if it offers a better value than Infosys. Good parentage of TCS and better performance than Infosys.