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1

I am a short term investor. Present status of my portfolio is as under (22.06.2016):

Description Investment % % Returns

Arvind Infra 17.22% -0.11%
Bodal Chemicals 14.81% +16.65%
Coral Labs 23.08% +0.98%
Kesar Terminals 9.22% +39.66%
Shree Pushkar 26.06% +1.69%
Vinati Organics 9.61% +30.53

I know percentage of allocation is not even and it is due to some profit booking in some of my above holdings. My query is shall I book full profits from some of my holdings which are fetching me above 30% returns or wait further.
Thanks

2

Hi,

Not sure about future of realty sector, so no comment on Arvind Infra.

Bodal: - Promoters have pledged 66.68% of their holding. I would avoid this stock.
Coral: - The company has delivered a poor growth of 11.82% over past five years.
Kesar: - Contingent liabilities of Rs.133.51 Cr. Whereas NP for 2016 is just 15.55 Cr. Cashflow is -ve.
Vinati: Excellent stock.Sales have reduced for this year though.

Source for data is: screener.in