My Portfolio as of June 2023:
- Jash Engineering Ltd
- KPIT Technologies
- Tarsons Products Ltd
- Divi’s Labs
- Alkyl Amines
- HDFC Bank
- MAS Financials
- HDFC Life Ltd
- Dr. LalPathLabs
- IDFC First Bank
- Ultramarine & Pigments Ltd
- Asian Paints
- GMM Pfaudler
- Saregama Ltd
- Westlife Development Ltd
- PolicyBazaar
- Zomato
- Fine organics
- Gokaldas exports (Currently building position)
- MK Exim (Microcap Moonshot Bet)
Aforementioned list is in the descending order of position sizing in my portfolio. The top 5-6 stocks make up for over 40% of my portfolio. It has taken me over 2.5 years to find, research, build conviction and complete buying in these stocks and I would be more than happy to discuss rationale and indulge in stock specific discussions.
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