June 2021

I reshuffled my portfolio for June 2021 and equally invested the amount in following stocks:

1. Bajaj Finance Limited

2. State Bank of India

3. JSW Steel

4. Grasim Industries

5. Hindalco

6. Tata Steel Limited

7. Wipro Limited

8. Adani Port and SEZ Limited

9. Bajaj Finserv Limited

10. Divi’s Laboratories

We underperformed for the month of June with negative 0.4% return as against market return of 0.7%. Adani port was the main culprit for the underperformance. For the 1Q or first three months of the year, we had 12% return as against market return of 5%.