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-930 kun
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Don't see how SVB can impact Indian financials or markets in general as FED has moved in to protect the depositors there. Global liquidity tightening is the only know devil. Markets sometimes need reasons to go down and similarly they need reasons to go up when the tide (liquidity) is in favour
Sideways or slow cuts markets are always possible. Bottoms up- companies are growing at 20%+. Over a period of time, those companies should do well.
Portfolio Thinking update: Multiple factors help to tide over volatility. Sometimes financials do well, sometimes build material, sometimes fluorine companies, sometimes cables and wires, sometimes power proxies, sometimes new age tech, sometimes hospitals and sometimes consumption.
Having multiple sectors and factors within the limit of 15-20 stock PF really helps
Personally buying 40300 CE OF 16 March just for btst
Btst - buy today sell tomorrow ✅
