August 2022 trades - After 2months

We generally trade out portfolio every month but this time we decided to see what could happen if we do it after two months, so we skipped July 2022 rebalancing. The portfolio we churned on 1st June 2022 gave me a total return of 3% over two months till 29th July 2022 as against Nifty return of 3.8%. This is broken down as -5.8% in June and 9.2% in July as against Nifty returning -4.7% in June and 8.9% in July. Hypothetically, if we would have churned the portfolio in July, our portfolio would have given 8.9% return in one month. So we can say, we were lucky that we performed better by not trading in July. However the churn in August, takes care of the stocks that would have been anyways added in July as well. So the stock suggestions for August are as follows (We are going heavy on Auto sector):

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