Vivek Gautam Portfolio

https://twitter.com/caprize_invest/status/1776231329568559146?s=20

SOME GOOD DATA POINTS on wind energy and renewable sector. sanghvi movers shud benefit

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The learnings remain still valid helping PF remains strong and at ATH.

Hope VPers got through them and benefitted,

Switching from laggards like chemical sector in April 23 to sector with tailwinds like Power, Renewables,Ancillary play on renewables, IT products, Transformers, Capital Mkt, Wealth Management ,select consumer retail plays helped

Besides ethical management who wont shortchange minority shareholders & execute well investing in sector with tailwinds and giving time to your investments also very important

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