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Rakesh Jhunjhunwala portfolio: Long & Short of Markets: Jhunjhunwala s new portfolio; Vijay Kedia s mantra for value investors

Synopsis Rakesh Jhunjhunwala’s recent portfolio restructuring saw many of his wealth creators losing weightage and new stocks being added to his portfolio. ETMarkets.com Rakesh Jhunjhunwala and his wife went light on three stocks while adding two more to their kitty. Investing as a career is to let the company’s management constantly worry about running the business while you just let yourself sit back and sip wine, says veteran value investor Vijay Kedia. He seems to correctly point at investors doing just the opposite and inviting unhappiness by adding unnecessary parameters. Read about Kedia’s simple yet successful take on investing, Rakesh Jhunjhunwala’s portfolio restructuring, Samir Arora taking shots at popular beliefs from people like Warren Buffet, and more in this week’s ‘Long & Short of Markets’.

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