Still in last five months I was much better than the market. Any strategy pays off over a time period and 5months is too short a period. I still looked back at the history and decided and if all goes well, I will switch to winners (leaders) from April 2021. With that thought I still continued to bet n laggards and reshuffled my portfolio for October 2020 and equally invested the amount in following stocks:
1. HDFC Limited
2. Kotak Mahindra Bank
3. ONGC
4. L&T
5. ITC Limited
6. IOC
7. GAIL
8. NTPC
9. Power Grid Corporation Limited
10. Adani Port and SEZ
11. Coal India
During October it gave 3.7% return as against NIFTY at 2.2%. Kotak Mahindra and HDFC were star performers and were there for only the month. For November they were not a part of the portfolio. In six months, portfolio was up 40% as against NIFTY up 26%.
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