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April 2021

I started a fresh portfolio for April 2021. However as planned I had moved from a portfolio of laggards to a portfolio of winners. I selected the best stocks 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. Mahindra & Mahindra

  7. Tata Motors Limited

  8. Ultratech Cement Limited

  9. Adani Port and SEZ Limited

At the end of the month this strategy returned 5.2% return as against market being down 1.6%. So I guess the start of the strategy was good. Commodity stocks like Tata Steel and JSW did very well.

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