May 2021

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

1. State Bank of India

2. JSW Steel

3. Grasim Industries

4. Hindalco

5. Tata Steel Limited

6. Tata Motors Limited

7. Wipro Limited

8. Ultratech Cement Limited

9. Adani Port and SEZ Limited

10. Bajaj Finserv Limited

At the end of the month both the strategy and NIFTY gave almost similar return of 6.5%. It was a more broad based contribution but still finance and commodity did well. Not all finance stocks did well. However it was equally interesting to see that we had exited Wipro and it gave 17% return during the month. It is of importance because as per the strategy, we are again taking in the stock for portfolio for next month.