There are many reasons why I stay focused on my Portfolio. The most important reason is Indian macro realty is intact and its long-term story is secure. Further, I don't believe the rule of any single party deciding the fate of this nation. The Market and the businesses here are never dependent on political parties for their survival. In addition to it, the external forces too are not permanent but are cyclical. It is clear from the human history that the world and the markets have seen many Trumps and Modis. It's frivolous to think that any single phenomenon or any single person having the capability to kill the market and the businesses.

I am very sorry to say that the market is a den of big gamblers. These people come to market from many places like cricket betting. They generally go for very very short-term trading. They flood the market with their bets when no other betting options are available. They often disappear in milliseconds when they can't understand the market. I have personally noticed on many market forums that the persons who called a stock 'a toilet paper' yesterday praising it the very next day. Some others who give buy call on a stock today will ask you to sell it tomorrow as they are not easily identifiable on the forums. I never take the forums seriously and always believe my instincts. That's why I remain loyal to my portfolio whatever the market sentiment is. I often try to buy a few more shares when the price of a stock falls sharply.  I generally don't lose money on any stock because I always buy beaten-down stocks


My portfolio is now intact with


Sanwaria Consumer

TATA Motors

Ashok Leyland

IRB Infra

Visagar Polytex

Karuturi

Welspun India

TATA Global

3iInfotech

Gammon Infra