Last few weeks have been very interesting. Basically, I have moved to a new profile within IBM. This role requires me to travel most of the time and keeps me very busy given the state of overall engagement. So I am very slow in blogging and will continue to be this way for next few weeks.
So monitoring of stock market has changed from ten times a day earlier to once in a ten day, now :) May be for good reasons. Like many of my friends, I am now 'long term' investor. No further capital to inject in the stocks and I am stuck with some of the trades I described 'interesting' ;) Fortunately, they don't form a substantial part of my overall portfolio. I have also discontinued IPO investments as don't have any bandwidth to study the issues.
I would have loved to buy some more of Reliance, Kotak and Yes Bank. The job change also involved relocation from Bangalore to Mumbai and hence squeeze on financial resources in the interim period.
That's for now !
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