Quite a few changes in the portfolio. Exited one, added a significantly beaten down stock with attractive valuations and averaged another.
Please take a look at the updated portfolio:
http://www.investorzclub.com/2013/03/amit-agarwals-model-portfolio.html
Please take a look at the updated portfolio:
http://www.investorzclub.com/2013/03/amit-agarwals-model-portfolio.html
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