Om Shivaya Portfolio

MOS has exited DCB from their portfolio I understand

No idea dinesh. Maybe, maybe not…

Happy to see You.

Happier that You continue to be YB bull since 2006 exactly in the same manner as me.

Good luck to both of us !

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Hi Snehal Jee. :smile:

So glad to see you here. Ya, held onto Yes Bank as major component in portfolio and enjoyed the ups and downs thoroughly…still enjoying actually. :kissing_smiling_eyes:

I’m so happy that u r happy…I wish u only the best. Hope health is doing good…

RBI introducing a man into yes Bank board is not a good sign at all and after a lot and lot of deliberation for past many hours, I have finally decided to drink this bitter medicine and have sold off my Yes Bank holdings and stay in cash for a while.

Current portfolio:
HDFC Bank and DCB is almost at the same proportion in portfolio.

Hope this helps someone and good luck.

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Om ji you took the right decision, at the right moment.
Learning for self.

Feel sorry and sad for the way story unfolded.

Yes, truly sad what happened… I wish only the best to yes bank investors and depositors.

:expressionless:

After a few changes here and there, my current portfolio stands as under:

Hdfc bank 50%
Bajaj finance 20%
Dmcc 15%
Laurus labs 15%

Made some changes to portfolio recently.

Current Portfolio stands as under:

HDFC Bank-62%
Laurus Labs-25%
Bajaj Finance-13%

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Made a few changes since last time (approx.%):

Laurus Labs-57%
HDFC Bank-34%
Bajaj Finance-9%

1 Like

Made some changes to my portfolio recently (approx %):

Laurus Labs: 57%
HDFC Bank: 30%
Bajaj Finance: 7%
S Chand Co.: 6%

:pray:

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@omshivaya Why did you sell S Chand Co?

Hi @surabhnegi

I purchased S Chand Co for the first time ever. Did not sell it.

:pray:

Added some a few days back.

Current portfolio stands as under:

Laurus Labs- 49%
HDFC Bank-28%
S Chand and Co.: 12%
Bajaj Finance: 10%
Cash: 1%

:pray:

Om ji, would you like to share updates with respect to your current holdings.
Thanks.

Except S Chand, portfolio more or less the same.:pray:

1 Like

Can you share your latest portfolio?

Hello,

My portfolio is more or less same as last time mentioned, except S Chand,i.e.
Laurus Labs, HDFC Bank and Bajaj Finance are current constituents.