I started a fresh portfolio for April 2021. However as planned I had moved from a portfolio of laggards to a portfolio of winners. I selected the best stocks and equally invested the amount in following stocks:
State Bank of India
JSW Steel
Grasim Industries
Hindalco
Tata Steel Limited
Mahindra & Mahindra
Tata Motors Limited
Ultratech Cement Limited
Adani Port and SEZ Limited
At the end of the month this strategy returned 5.2% return as against market being down 1.6%. So I guess the start of the strategy was good. Commodity stocks like Tata Steel and JSW did very well.
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