Added Adani Ports at 898 (Approx 2% of portfolio)
Exited Raymond at 1530 (Around 15% profit) and added Ambuja Cements at 580.5 (Approx 3% of portfolio)
Added KPIT at 714 (Approx 3% of portfolio)
Added PI Industries (Avg price- 3512, approx 7% of portfolio) and State Bank of India at 622 and 626 (Approx 6% of portfolio)
Exited Newgen at 445 (+25%)
Exited KPIT at 862 (+20.7%)
Exited Black Rose at 140 (-24.3%)
Exited Ashok Leyland at 150 (+70.4%)
Exited Saksoft at 152 (+33.8%)
3 Likes
Exited Grauer & Weil at 101 (+103.6%)
Exited entire stake in Mold-Tek Packaging at 949 (+375.98%)
Exited Avantel at 482.5 (+12.3%)
Exited Lumax Industries at 1910 (+6.1%)
smart move… As they say, when no one is talking about the co., buy the stock… when everyone is buying the stock, sell it