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Chris Wood’s Portfolio Tweak: Adding New Stocks Post-Reliance Exit

Real Estate

Chris Wood’s Portfolio Tweak: Adding New Stocks Post-Reliance Exit

Chris Wood, the global head of equity strategy at Jefferies, has made significant changes to his India long-only equity portfolio. After selling his entire stake in Reliance Industries, he has added a diverse range of stocks across various sectors. Here's the full list of the new additions.

September 20, 2025
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Jefferies' Chris Wood Adjusts Portfolio: Full List of Stocks Added and Removed

Real Estate

Jefferies' Chris Wood Adjusts Portfolio: Full List of Stocks Added and Removed

Chris Wood, the global head of equity strategy at Jefferies, has made significant changes to his India long-only equity portfolio. He has added new stocks and adjusted weights, particularly after selling his entire stake in Reliance Industries and Axis Bank. Here's the full list of changes and the rationale behind them.

September 20, 2025
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Jefferies' Chris Wood Adjusts Portfolio: New Stocks and Sector Allocations

real estate news

Jefferies' Chris Wood Adjusts Portfolio: New Stocks and Sector Allocations

Chris Wood, the global head of equity strategy at Jefferies, has made significant changes to the brokerage's India long-only equity portfolio. After selling off Reliance Industries and Axis Bank, he has added new stocks in various sectors. Check the full list of stocks and their allocations.

September 20, 2025
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Jefferies' Chris Wood Adjusts India Portfolio: Key Sector Shifts

Real Estate

Jefferies' Chris Wood Adjusts India Portfolio: Key Sector Shifts

Chris Wood, Jefferies' long-time India bull, has made significant adjustments to his India portfolio, dialing down capex-heavy names and adding consumer-facing and financial plays. Here's a detailed look at the shifts across six sectors.

June 21, 2025
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Chris Wood Adjusts RIL Weightage in India Portfolio: Key Changes Explained

real estate news

Chris Wood Adjusts RIL Weightage in India Portfolio: Key Changes Explained

Market veteran Chris Wood of Jefferies has made significant changes to his long-only portfolios, including a notable increase in the weightage of Reliance Industries (RIL) in his India portfolio. Discover the other key adjustments and their implications in this detailed analysis.

March 28, 2025
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Chris Wood Reconfigures GREED & Fear Portfolio: Boosts Reliance Industries Weightage

Real Estate

Chris Wood Reconfigures GREED & Fear Portfolio: Boosts Reliance Industries Weightage

Jefferies has long been bullish on the Indian real estate sector. In a significant move, Chris Wood, the strategist behind the GREED & fear portfolio, is increasing the weightage of Reliance Industries in the portfolio, reflecting a strong belief in its p

March 28, 2025
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