Total return on capital till date assuming 10% deposit with Rs. 200,000 exposure to each name since 26th June (start of proper position sizes) works out to 30.69% !! If more deposit is required, then it will fall in proportion.
There was ofcourse a gap of 2 weeks when I was on holiday. With the 2 week gap, for the month of July till date, return on capital (10% deposit) is 13.25% !!
Since the beginning of the blog till date, there was only one negative day.......28th June !!!
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