While it is always better to do it, there are some phases when it is important to de-link with what is happening to nifty and stocks in your portfolio. The reason, if one looks at the composition of the Nifty and Sensex, they can be impacted by movement in one or two sectors. At this point in time, while the overall market trend is bullish, the market is moving more into stock-specific mode, a sort of profit booking and that is why divergence between the value of the portfolio and what is happening to nifty might become a common thing. These selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
