A Quick Note of a few actions in the portfolio.
Momentum: Exited CAPF While we like Capital First it had reached our close stop at 494 and we exited. If you hadn't done so the stock has rebounded back and it's worth holding with a stop at 494 again, but we are going to record it as a close.
We like the stock so we will consider adding it to the Long Term Portfolio in future. Long Term: Added Parag Milk Foods Parag Milk Foods listed today and we added a 1/4th position to . . .