Akshat buying

Hi Folks,

Here are some basic portfolio changes I am making:

1. Adding: Aptus, 5 Paisa, Angel One, Nuvama Wealth, Armaan Financials.
2. Reason: These are lower-risk small/midcaps likely to benefit from interest rate cuts.
3. Holding: Keeping my IT positions on hold due to very good returns; not inclined to sell.
4. Exiting: Completely exiting SBI (bank) and booking 20% profits from all Public Sector Banks.
5. Buying: Some real estate :) (time will tell if this is good/bad).
6. Real Estate: Picking pure cash flow RE, which gives a yield of 5-6% plus.