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16th June 2016

Discussion in 'Portfolio Updates' started by shabbir, Jun 16, 2016.

  1. shabbir

    shabbir Administrator Staff Member

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    Today first time I book some profit and Infosys and the main reason to book profit was because we preferred investing in Infosys over TCS for technical reasons. http://shabbir.in/wealth-building-portfolio-feb-2016/


    • I see more opportunity in Jubilant over Infosys. I could be wrong but I would like to take that bet.
    • I don't expect a PE expansion in Infosys so it would be more like a consistent performer at 10% than a wealth builder.
     

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    shabbir, Jun 16, 2016
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