Hamare zakh e tamnna ke gum purane ho gaye hain
Ki un galiyo me gaye zamane ho gaye hain
Jo apne taur se humne guzare the
Voh subh o shaam toh jese fasane ho gaye hain
Ajab mehak thi Teri shabistan ki
Hamare baad jo aaye unhe mubark ho
Jaha the kunj waha kar khane ho gaye hai
Highest single day loss for this FY if i combine the portfolio damage + option trades.
Anyway, Added more allocation to some good names at reasonable prices today.
Slowly planning to get 70% of portfolio allocation in 4 stocks .
Following are their sectors
1) Recycling
2)Capital Goods
3)Infra
4) Hospitals
5)Finance
What do you think about this mix ?
Selling your niftybees is a sin if you are thinking markets are overvalued just because you hear it on random spaces on twitter.
Don't look at nifty PE in isolation that's all I will say.
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