My portfolio (beginner, please review)

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by 7cr, Jul 16, 2017.

  1. 7cr

    7cr New Member

    Joined:
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    Portfolio update.
    My core holdings are
    ATFL
    KCP ltd.
    Repro India
    Rain industries

    I'm slowly accumulating Smartlink network systems as execution plays out.
    I hold exide industries.
    NESCO I will be slowly adding over the period of one year as execution plays out and we know the impact of the new competition.
    I have closely tracking Centrum capital and will take up a small position in them keeping an eye on execution over the next 3 quarters. Stock will fall now just like sintex.
    I will be adding two-three more scrips and then portfolio stay the same for next 3-5 years hopefully.
    I'm also looking at arihant superstructures.
    Betting on Centrum management is the rationale for the investment, no fancy valuation metrics etc:
     
    RAJE likes this.
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