Hi, I know I have been inactive for the last 2 years. I just couldn’t get time to continue updating my portfolio here due to studies, work and other commitments. Now that I am working full time, I have enough time to update my progress here.
Coming to my Portfolio, there are no major changes. The Investment themes are still the same excluding a few minor changes here and there.
New additions are Zentech, Nuvama, Ideaforge and Kabra Extrusion. I wanted some exposure to Defence Equipments, specifically Drones and a direct participant in EV battery Manufacturing.
Nuvama is just a value buy. Given the SIP flows and growth in wealth of individuals, I see Wealth Management sector growing decently, I bought Nuvama during the Election Day crash. My average is below 4500, at this Price the PE was close to 19.
I will regularly update any changes here or reply to any questions or posts.
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