Common Man’s Portfolio

Portfolio Update.
Went into buying spree in Recent Fall ,will post % wise allocation later.
Sold Gufic
Sold Tata Tech
Partially sold CIE
Reduced Shivalik Bimetal

Buys
Increased Stake in Prevest DenPro
Railway sector
Fresh Entry in Frontier Springs supplier all railway factories +Jupiter Wagons + Titagarh so it’s ancillary to play Multiple companies
Titagarh Rail covering Vande Bharat + LHB Coaches + Goods Wagons + Wagon Wheels
(after Ukraine War Govt is trying to built capacity in country. Because of VB wheels could not be sent Ukraine New VB were delayed)
Dynacons Systems & Solutions Ltd simple business and profit making
Shivalik Rasayan their Ag Chemical Plant has just started revenue shall kick in this quarter onwards
Ganesh Benzoplast they issued shares to Investors close to CMP and after 2 Years chunk of growth will come from Cryogenic storage . They have contract in place for long term business
Hemant Surgical Contract Manufacturing in Medical domain. again simple business.
Increased stake in CEINsystech
Took tracking position in Intellect Design Arena
Took tracking position in IMFA
Purchased PECOS Pubs
Tracking position in Manorama Industries
Purchased NESCO