Investment journey of a late starter

After the Q2 results made some changes …

1. Sold off …
   GAEL : because I received same number of shares as gift for helping someone with dematerialization . So this one is not part of the portfolio anymore.
   MOL: Another fire ! TiO2 may not be very high margin after all .
   HBL : Very slow moving business and effects of TCAS will take time to reflect in P&L. Made 30% in 4 months and better opportunity seems available.
2. Increased : AllCargo,Aegis,Optimus,Sirca and Lux based on results and runway ahead .Among better known shares added to Polycab and VBL during reasonable drawdowns .
3. Added …
   Mirza International: 2.5% @297 . Demerger play and also noticed a lot of boards and shops in Delhi,Chandigarh,Ambala etc .Results are improving as well.
   Gujarat Fluorochem : 2.5% 3900 . Bought too late in all probability but runway seems long .
   Sarla Performance Fibers : 1% . Better days seem to be ahead .
   South Indian Bank : 1% . Again better days seem to be ahead and in past few quarters mgmt has walked the talk.