Common Man’s Portfolio

Portfolio Update
Exits: Nesco Pared full, Reason Stagnant growth, Will Come back once New Tower construction starts and reaches final stage.
DCB Bank: Exited Fully, Reason Was expecting Net NPA and GNPA to cool down further but they have taken a pause will see how they behave hereon.
Shivalik Rasayan: Sold Fully, Lot of things happening but they are not able to Convert it into sales. Company remains Solid.
No Fresh Entry. Increased stake in CIE,Bimetal, Gujarat Themis

1. Credit Access (35%)
2. Shivalik Bimetal(14%)
3. NDR Auto(11%)
4. Gujarat Themis(10%)
5. CIE Auto(8%)
6. Carysil(5%)
7. MAS (3%)
8. Sanrhea (1.5%)
9. Gufic(1.5%)
   Rest Cash
   Tracking
   Tracking “Fine Organic”, “Global Surface”, “KRBL,LT Foods”, “Hester Bio”, “Gulshan Polyol”, “Poly Medicure”, “Gujarat Intrux”, “Bharat Parentals(missed recent rally) had been tracking from 2 months”