I always remain invested but shuffling portfolio to focus on 3 sectors: Safir Anand

economictimes.indiatimes.com:

Safir Anand, Strategist & Investor, says “the theme of pumps played very well for me and some of my holdings in that sector did very well. So whenever I find an opportunity or another company in the sector, I look at the industry statistics and if this segment is doing well, then I look at an opportunity to buy. So pumps, cables and wires, PSU banks more than private banks have been my focus.”

The market is keeping everyone excited. Those who have been bullish from the last couple of months and those who have participated, have really hit a jackpot. Should one still stay bullish or is it time now to exercise some caution?
No, see you should always exercise caution when the market runs up because there may be certain scripts in your portfolio which may go out of sync in terms of valuation given their growth, there may be exuberance in some pockets but at the same time, I am at least a believer that you should always remain invested because it has paid for decades, the only question is of what shuffle would you like to do in your portfolio in order to ensure that the volatility if the market was to correct is sort of adjusted for in your portfolio.

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What shuffling have you done in the last two months? Are there pockets where you thought that it is getting frothy and let me book profits?
Since we last spoke, I have reduced my holdings more on the chemical side because the run up in the chemical stocks was phenomenal. Essentially I did add to my holdings and I continue to add