Hi, I am new to this forum and was going through others’ portfolios, so I decided to share mine. before I share a small introduction of myself I started investing 5-6 years ago I was very interested in stock market even before I started investing, but because I wasn’t 18 years old I couldn’t do an account presently I learned a few things and corrected my mistakes and grown and was lucky to see big crash + big bull run. My investing style is simply randomly typing letters in the screener I get random company if I like it through numbers or something then I go deep and read like anything, until I feel satisfied, then if I see future potential(through insight I get), cheap valuation(not gonna buy above the margin of safety) then I buy, if any of my concerns get bigger I sell, I may be doing wrongly or something but enjoy this process and I am here to learn so correct me and please help me to improve
my portfolio:
polycab
sunteck realty
Arvind fashion
capacite infra
India pesticides
edelweiss
shilpa medicare
I had a high churn rate which I want to change because I sold Kpit early and Monte Carlo, Raymond early the longest stock that I held here is Polycab 5 years and Sunteck 4 years, I want to average up if my conviction builds on my newer stocks if they grow. My dream is to get 100X pick someday in a concentrated portfolio and want to learn and connect with all of you
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