Booked significant gain in a stock in the portfolio due to massive run-up. Not that the stock was expensive but a 70% up-move in a very short span of time is quite significant and its wise to take the profit off the table. We made around 40% return on that stock in 6 months time.
Cash Position increased to almost 25% of the portfolio as there has been around 1200 points up-move in Nifty from budget day low.
Please check the updated portfolio for further details: