Tuesday, March 27, 2018

IREF - Subscribed Threads Update

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Dear ck.kislay,

You are subscribed to the thread "Indian Stock Advice Trading Strategies Trends Market Predictions & Regulations" by pcpune, there have been 1 post(s) to this thread, the last poster was manzb.

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

These following posts were made to the thread:

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

Posted by: manzb

On: March 27 2018 12:45 PM

[QUOTE=Sharpj;n2590390]Welcome back.. why no pharma or IT.. Any reasons.. [QUOTE=manzb;n2590361]I rarely sells shares.. Anyway shuffled some stocks and added more in few in the correction happening in the last 2 months 1. Moved from RBL to Yes Bank 2. Motherson Sumi - Huge holding 3. DHFL - Added more 4. Bajaj Finserv- Holding 5. JP Associates - added more 6. Vedanta- Holding 7. LIC Housing- Added recently Now that I play complex derivatives game, basis my holdings all holdings are equal 1 or 2 lots size or close to that. So far so good. In the cash segment, made good profit in the last 1 year.. Hope this year will be good for traders with stock market to keep yo-yoing till next year's election. So I have shifted my focus a but more towards the trading. [/QUOTE] [/QUOTE]Typically I am into highly liquid growth sectors. The stocks I am holding are all liquid in derivatives (Options) except for Bajaj Finserv. Also they shall be high beta so that movements are big to encash profit. Apart from this I do naked Option trading occassionally in few others for fun, specially if a liquid stock goes up/ down suddenly by big percentage. Pharma- I think bull run is over few years back (around 2015). It may again run after few years may be around 2020 or so. IT- the sector has got into lower growth phase or degrowth phase. I like FMCG, but no high liquid high beta stock there. ITC is liquid but beta is very low.

With warm regards,
Team IREF

With warm regards,

Team IREF

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