Posting after sometime.Holding on to most of the stocks except for Astral on which I fully booked the profit recently.
The recent additions have been
1) Strides Aroclab
2) Control Print
3) VRL Logistics
4) Syngene
5) More of PI industries@520-729
6) More of Avanti Feeds @1660
7) Vidhi Dyestuff
8) Omkar Spec Chem
9) Marksans
10) Garware Wall Ropes
Nearly 75-80% of portfolio is in stocks comprising of Avanti,Shilpa,TCS,Mayur,Repco,Aurobindo,Ajanta,PI,Page,Premco,OCCL,CCL,Kaveri.These are compounders & constitute my core PF IMO.
I hv been trying to invest in quality smallcaps which hv low mktcap vs opp size and can thus be a multibagger hence boosting the PF.
God has been kind & with help of friends here and over last few years these smallcaps invested earlier like Avanti,PFS,Premco,OCCL has given good return. Lets see how this year investment in these smallcaps work out.
Akme I hv taken as my investment in a start up to be looked after few years.LOL
Have booked profit in PFS,Ambika,DHFL,GRUH,welspun Ind etc.
Views invited on these picks.
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