After booking profit in TGBL and Cairn India now I am using my cash reserve in portfolio to buy selected fundamentally strong realty stocks at attractive valuations.Already have Rs.84344in portfolio as reserve and 5 stocks in holdings.Initially started portfolio with Rs.100000.
Now adding DLF(203),JP associates(66) and Sobha Developers(390) and Oberoi Realty(235) all with equal weightage of 10% in portfolio worth Rs.40375 purchase.So my cash reserve will be reduced to Rs.43969.This is biggest addition to my trading portfolio in recent times
Now adding DLF(203),JP associates(66) and Sobha Developers(390) and Oberoi Realty(235) all with equal weightage of 10% in portfolio worth Rs.40375 purchase.So my cash reserve will be reduced to Rs.43969.This is biggest addition to my trading portfolio in recent times
I expect ahead of upcoming monetary policy by RBI on june good realty shares will continue uptrend. Most probably this time there will be a cut in CRR and Repo too.So this is right time to pick trading bets
| SCRIP | BUY RATE | BUY QTY | SECTOR | WEIGHTAGE | CMP | CURRENT VALUE |
|---|---|---|---|---|---|---|
| STRIDES ARCOLAB | 800 | 6 | PHARMA | 5% | 887 | 5322 |
| BAJAJ FINSERV | 890 | 6 | NBFC | 5% | 667 | 4002 |
| JAI CORP | 85 | 117 | REALTY | 10% | 60 | 7020 |
| DCB | 50 | 200 | BANKING | 10% | 45 | 9000 |
| RELCAPITAL | 400 | 25 | NBFC | 10% | 342 | 8550 |
| DLF | 203 | 50 | REALTY | 10% | 203 | 10150 |
| JP ASSOCIATES | 66 | 150 | REALTY | 10% | 66 | 9900 |
| SOBHA | 390 | 25 | REALTY | 10% | 390 | 9750 |
| OBEROI | 235 | 45 | REALTY | 10% | 235 | 10575 |
| HOLDINGS | 74269 | |||||
| RESERVE | 43969 | |||||
| PORTFOLIO | 118238 |
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