My portfolio fund which I started last year has returned a meagre 6.44% during this period. From a relative performance view, the portfolio has outperformed Sensex by 14.96%. But then, you cannot eat relative performance, can you :-(
Here are the highlights of the portfolio activities during this period.
- Added a few stocks to the portfolio - Astral Polyteknik, Elecon Engineering, GEI Industrial, Manjushree Technopak, Pidilite and Titan
- Booked profits in Supreme Infrastructure
- Enhanced cash levels of portfolio from nearly 0 to over 10%