Portfolio status as of now along with portfolio size:
1) STLTech 10%
2) HFCL 3.5% ( sold most )
3) Aeroflex 8%
3) ARSSBL 6%
4) KRN 5%
5) Ather Energy 8%
6) DeeDev 6%
7) RRKabel 8%
8) Sansera 8%
9) Syrma 8%
10)Thermax 7%
11) Triveni Turbine 5%
Other satellite names are: Aether,Universal,Avalon,KSHIntl, Vidya, Welcorp, Sandhar( some of these are in family account so sizing will be different)
#no_buy_sell_recommendation
I churn my portfolio quite often as you can see from my older posts.
I have 10% cash left and I am deliberately not keeping size more because of choppy markets.
I am keeping my SL loose because of market condition so cant keep size much up but this helps me manage risk and not get frequently stopped out.