I am writting my notes that I have written during Covid19 lockdown.this investment thoughts is with respect to Indian stock market.
27th Feb 2020:- Sold all India Cement , 400 shares at 103 and made nominal profit.Market is going down with fear of Covid19 , I decided better to sit on Cash , India Cement is not great company, I got opportunity to exit at nominal profit which can be use to by other bluechip shares.
9th March 2020 :-Morning Sold all Ambuja Cements shares, 302 shares at 200 Rs, generated 60k cash, Nominal loss 4%, sensex down 1800 points almost 4.5%.Used same cash to by following shares.
HDFC Ltd at Price 2017
HDFC Life at Price 524
AB Capital at Price 69
ITC Ltd at Price 174
Marico at Price 272
I also sold HDFC Tax saver Mutual fund to generate Cash 60k
Reason to sell Ambuja Cement, Market tooks Danger, look like it will correct more, Better to have Cash in hands to buy during panic.
12th March 2020:-Landslide Correction in market.Sensex fall almost 3000 Points, I have bought shares aggressively with whatever cash I have.Fear of Covid19 is increasing. following shares bought today.
HDFC Ltd
HDFC Life
AB Capital
Vedanta
ITC
Reliance Industries
Nipppon Asset management
Tata Power
Tata Steel
Godrej Consumer
Marico
13th March 2020
After Hitting lower circuit Market bounce back with 1200 Points upside on sensex. Covid19 fear is still in market.
bought following shares
HDFC Ltd
Marico
Godrej Consumer
HCL Technology
I wish , I could have more cash to buy, waiting for salry day.
16th March 2020
Sensex down again 2700 points, Heavy selling
bought few more shares, now running out of cash
HCL Tech at price 451
HDFC Ltd at price 1896
Marico at price 263
Nippon Asset Management at price 280
Dow Jones down 10% , lower circuit hit, I think tomorrow we will see lower circuit in indian Market, planning to buy more if there panic selling.
