Voldemort’s Portfolio

Update after a year – Was active on the forum but never could find time to update this page:
Jul 23 :
Current portfolio holdings:

1. Infosys – Added in the dip – Consistent performer – Free cash company
2. LTTS – Added for the ER&D opportunity- Expect plant engineering & transportation to contribute more to the pie hereon – Waiting for chances to add it on dips to increase overall allocation.
3. SPITZE – maruti interior products – a modular kitchen wardrobe and railings mfg company – Has two brands every day and Spitze – I got introduced to the company while making over my kitchen – found it reliable to use – Found the management hungry for growth and hence bought in the opp.
4. RTS Power – Have started buying into the company pinning hopes on The RDSS scheme of the government involves revamp of the discom infra to improve power quality. It is a fully-fledged electrical supplier from transformers to wires .its subsidiary “Reengus Wires” which is involved in electrical conductor production has also become operational. Co has reduced receivables and is promising exit in low /No profit segments. More money is to be poured into the subsidiary which turned profitable recently. Extremely low valued – net debt-free company.

Overall, I have added more money to my large caps.

Constants:
Laurus labs
Deepak nitrite

Additions:
Shivalik rasayan
Natural Capsules

Exits:
TaMo
Ingreiva
Strides
PEL/PPL

I’ve forgotten what I thought for the exits but no money was taken out – Hence, Consider all additions have been funded by the exits.
Will update the thread regularly- It reminds me of how the thesis changes with market cycles.

Thanks
Voldemort