Please find the list of stocks and percentages in my portfolio. This is mostly a buy-and-hold portfolio and I don't plan to make significant changes for next 1-2 years unless I see severe underperformance during the next few quarters in any of these stocks.
In this quarter, the major changes have been :
1. exited VST Tillers.
2. started adding up on Atul Auto and Ajanta Pharma, and
3. booked partial profits in Mayur, HDFC and Page Industries.
For next quarter, I plan to put more capital into Atul and Ajanta (upto target of 5% each). Looking forward to the views/suggestions from esteemed fellow-boarders.