The Budget of 2023 had a large allocation to infrastructure. Infrastructure stocks are going to be the beneficiaries of the budget. This basket is a collection of ten stocks that are likely to benefit from the large allocation to infrastructure

1. The basket comprises of ten stocks across different areas within the infrastructure space like power, transportation, defence and others.
2. All stocks start with an equal ten percent weightage
3. The basket is reviewed every month which may or maynot result in a rebalance. Frequent rebalances can be disruptive and so we like to keep them to a minimum.
4. Stocks are selected based on our momentum filters
5. The portfolio is managed on the old traders' adage of cutting your losses and letting your winners run.
6. As with all our portfolios, manager discretion is kept to a minimum,
7. The portfolio is concentrated and specific to one sector and would therefore have the attendant risks. Accordingly, we would not recommend investments above Rs 10 lacs in this basket.
8. If you want to allocate larger sums to similar themes, please get in touch with us.

For more details about our investment style you can visit our you tube channel. https://www.youtube.com/@lamronsmartvalues2716