Amrita’s portfolio

Current portfolio:Nov 2023

Suggestion wanted.
Age of portfolio 3.5 years

1.Caplin Point :Good fundamentals at decent valuation.Holding since 2020
Av Price: Current Price
Will add more in future

2.Titan Biotech: Good fundamentals at decent valuation.Unfortunately the stock is not moving much.Will hold on and see what happens.Hokding since 2020

3.Ngl fine Chem: Running at a loss.Poor results and overvalued.Recent quarter has given better results.Will hold on for some recovery

4.Ganesh benzoplast: Decent stock.Holding now to see how the stocks moves.May add in the future if good fundamentals persist

5.Chemcon:Running at a loss.Poor results and overvalued.Recent quarter has given better results.Will hold on for some recovery

6.Saksoft: Multibagger stock.Currently overvalued.So not making any fresh addition May add at lower levels during market correction

7.Infobeans Tech: Average returns.Holding to see if results improves in the next few quarters

8.Polycab : Great fundamentals and overvalued.So no fresh addition except at lower levels during market correction.Holding since last 3 years

9.Kei Industries :Same as above.Holding since last 3 years

10.Lincoln Pharma:I love this stock.Decent fundamentals and good valuation.Holding since last 3 years

11.Deepak nitrite:Holding since last 3 years.

12.Jk paper:Holding since last 3 years

13.Sonata software: Good fundamentals at decent valuation.Holding since last 3 years

Recent buys
1.Expleo solutions
2.Mk exim
3.E cleryx