Common Man’s Portfolio

Portfolio Update:
Exit: Sold Pudumjee with loss, Sold SJS with nominal profit, Sold SJS Company is good opportunity market size is limited . Sold Bemco with 60% Profit will track it’s European Auto subsidiary and Rerailing Business now on to enter again
No New Entry
Increased allocation in NDR Auto, Nesco, Calcom, Shivalik Rasayan, Acrysil\Carysil, Dynemic Products

1. Nesco(20%)
2. Credit Access(15%)
3. Shivalik Bimetal(15%)
4. NDR Auto(9%)
5. Gujarat Themis(8%)
6. Shivalik Rasayan(6%)
7. Acrysil (6%)
8. Calcom(6%)
9. MAS Finance(5%)
10. Opteimus(3%)
11. Dynemic Products(3%)
12. Sanrhea (2%)
13. Gufic(2%)

Planning to Buy more of Shivalik Bimetal and Credit Access in Tranches and take allocation to 20% each in these 2