Common Man’s Portfolio

Portfolio Update
Calcom Vision: Sold stake, nothing wrong .valuation at par with Industry. waiting for New Sales to kick in .
will re-enter.
Dynemic Products: Disappointed with results sold fully.
Opteimus: Sold Fully, Growth has subdued.

1. Credit Access (27%)
2. Nesco (14%)
3. Shivalik Bimetal(13%)
4. NDR Auto(11%)
5. Gujarat Themis(6%)
6. DCB Bank(5%)
7. Carysil(5%)
8. Shivalik Rasayan(5%)
9. MAS Finance(3%)
10. Sanrhea (1.5%)
11. Gufic(1.5%)
12. CIE(1.5%)
    Rest Cash
    Tracking “Fine Organic”, “Global Surface”, “KRBL,LT Foods”, “Hester Bio”, “Gulshan Polyol”, “Poly Medicure”
    Want to add more of Shivalik Bimetal waiting for correction.
    Will Deploy some of the profits towards CIE.