I'm back from TC2016 in Bangkok and a few days of a holiday in Phuket. And there's so much to say! Yet, the first thing is - a portfolio update.
Momentum: Stops Hit, Losses Taken, Profits Booked First, our momentum portfolio lost some steam as midcaps saw some serious damage.
• Jindal Poly hit our stop and we had to exit at 474. The stop was at 478, and the strong reversal from 526 took us out with a 10% hit on the position.
• Balrampur Chini . . .