Its not possible to recommend anything without knowing your risk profile and your expectations from the market.

My take on the concall. I did not appreciate how complicated the business really is. What i still do not understand – Can Avanti be fully integrated so they can control the supply chain?

My notes on the supply chain from last concall: Slightly better results. Ecuador is not a threat, they focus on low value Products. Main raw materials – fish, wheat and Soya 85% of the cost. Wheat and soya has MSP , minimum support price. Govt will keep price same or increase to show support to farmers during election time. On the other hand, Avanti can not increase the price of the feed as well. Fish meal price for export is all time high 150 due to Peru exports Collapse. (1) Raw Material dependency – fish meal, wheat, Soya. (2) Aquaculture will grow only of fer more get good price. (3) Exporters have to make profit from there So that depends on global demand/Supply. Its complicated supply chain with Scarce raw materials. R&D for raw material substitute is necessary. (4) Shrimp, as a premium protein demand is growing. China is a big importer now. With affordability increases, Shrimp demand expect to go up in long run.

Can you suggest any changes please. If yes then how your guidance would really help me to grow and improve a lot

33 Stocks is way too much diversification according to me. It will not he easy to outperform Nifty 50 Returns

Hello Community,

I embarked on my investing journey in March 2020 and I’m eager to share my portfolio with you all. As a beginner, I’m continuously learning and seeking advice to enhance my investment strategy. My approach is long-term, with a vision of holding onto my investments for at least 5-10 years.

Currently, I’m 43 years old and I envision working until I’m 50, dedicating 60-70% of my income to stocks to build a substantial nest egg for my retirement. My goal is to steadily grow my portfolio’s profits each year, aiming to triple or even quadruple its value by making informed decisions based on expert opinions shared within this community.

I welcome your suggestions and guidance on how to refine my portfolio, identify promising investment opportunities, and eliminate underperforming assets. Together, let’s strive towards financial success and security for the future.

Thank you.