Subhajit Das Portfolio

Q&A: Questions & Answers Portfolio Q&A
41

Your top 3 stocks from last year Cera, Astral and Gruh are all missing now. Needless to say all of these have performed very well over the last one year and you need to ask yourself what made you sell them.

42

Hello Commonstocks,

Thanks for replying on my portfolio.Recently I Sold Cera Sanitary & Astral Poly. due to they run up too much but can’t say they are fully overvalued(Undoubtedly i know they are great business).i sold & added more of Granules India,Ajanta Pharma & also play some aggressive by adding Ahmednagar Forg. as a better opportunity in this bull market.

In case of Gruh Finance,Last year i brought it & sold it with 11% profit.

Thanks,

Subhajit Das

43

Happy to know that you were able to ride on Cera and Astral. Canfin, Ajanta and VST Tillers are good companies, the other names I am not very familiar with. Good luck.