Common Man’s Portfolio

Sell: Sold Gulshan Polyol fully. seems due to Ukraine war cost of grains(Maze) will be at higher end because of same reason Poultry Industry is struggling came to know about it while reading Hester Bio Transcript. Sold Hester as well fully for mentioned reasons. Both are fundamentally good companies will come back and buy once global situation improves.Sold AYM Syntex fully will come back and buy. Sold Best Agro but tracking for more clarity on Business.

Buy: Bought more of Nesco, India Focused Rental Space is 95% occupied ,Exhibition Hall has also started selling slots. Bought DCB Bank on Improving Macros and since they were conservative during Covid they can expand loan book at faster rate and less cost of borrowing. Increased stake in Dynemic Products on good sales in current Quarter, slowly margins will also improve. Entered NDR Auto on Superb results with Maruti Expansion and contract in place Revenue visibility is there for Mid to Long term

1. Nesco (17%)
2. Credit Access(15%)
3. Shivalik Bimetal(11%)
4. Gujarat Themis(8%)
5. Shivalik Rasayan(6%)
6. Mas Finance(5%)
7. Acrysil(5%)
8. Calcom (6%)
9. Opteimus(4%)
10. SJS (4%)
11. Bemco(3%)
12. Dynemic(2%)
13. Pudumjee(3%)
14. Sanrhea(2%)
15. Gufic (2%)
16. NDR Auto(4.5%)