We have added more positions in the Momentum Portfolio
First, we exited Piramal Enterprises. The stock retraced to 1350 where we had a temporary stop - since the stock had hit about 1500. A 10% trailing stop was at 1350 and this was hit. (Of course, the stock rebounded today big time, so if you didn't exit then, you have a better price)
We've added more stocks to the momentum portfolio. The additions were Godrej Consumer Products (GODREJCP) which had a great set of results . . .