Ken’s Portfolio

Portfolio Updates

Updates:
All shares of Mold-Tek Technologies was sold off due to continuous weak performance, economic conditions and analysis (personal opinion). Sold at a Loss of 9%.

61 shares of IRFC were bought at an average price of 150.61 Rs.

All shares of Devyani International was sold off due to continuous weak performance, economic conditions and analysis (personal opinion). Sold at a Profit of 11.8%

All shares of DCX Systems was sold off due to continuous weak performance, economic conditions and analysis (personal opinion). Sold at a Profit of 58.9%.

10 shares of Jio Financial Services were bought at an average price of 356.60 Rs. I believe this firm will act as a proxy to other Reliance companies, as well as operating in its own segments. Absolutely bought at a high PE, but I believe in the long term it wouldn’t matter.

13 shares of Sigma Solve were bought at an average price of 404.93 Rs. Small cap highly risky bet. Bought based on the performance and analysis (personal opinion).

Stocks held in the portfolio as of 26th May ,2024:
Varun Beverages → 14 shares (avg 558.30)
Elecon Engg Co → 13 shares (avg 396.89)
Tata Power → 30 shares (avg 118.83)
IRFC → 61 shares (avg 150.61)
RECL → 15 shares (avg 126.47)
Indian Hotels Co → 14 shares (avg 314.35)
IDFC First Bank → 88 shares (avg 73.48)
Affle India → 5 shares (avg 1081.43)
Sigma Solve → 13 shares (avg 404.93)
Jio Financial Services → 10 shares (356.60)
BLS Intl Services → 11 shares (172.70)

Mutual Funds being held as of 12th Sep, 2023:
HDFC Index S&P BSE Sensex Direct Plan Growth
Tata Digital India Fund Direct Growth

Direct equity portfolio Status as of 26th May, 2024: 87.00% Profit
Mutual Fund Status as of 26th May, 2024: 22.25% Profit

Companies in Watchlist/Tracking : Prevest Denpro