Poor guys small portfolio

Beginnings: I started investing in the year 2019 with 3 lakh capital. In the beginning invested in companies like yes bank, dhfl n many more(didnt loose much)(but learned alot about the market).
After this horrible start started reading books on investments (read peter lynch/warren buffet/books by saurabh mukharjee n many more) saw many videos on youtube (mohnish pabrai/warren buffet lectures/rakesh jhunjhunwala n more) and begin by 2nd phase

Second phase: invested in the likes of

1. HDFC bank: (still holding it till now) First invested during the covid phase around 750 and kept averaging it. Today almost 14% of the portfolio with avg price around 1300(approx). Rational at that time was best bank of india, conservative, good management(and the line from aditya puri which got me to invest was when you see other banks are without clothes we will be the one with the shirt)(something like that)

2. KOTAK Bank: read a book on kotak bank by R gopalakrishnana(early 2021) n bh the time i finished had a small position in the bank. Over the years got to know a few things about the bank and past valuations n was available at life time low valuations added more over the years(now almost 18%) of the portfolio. Havent done much in the last 3 years(hopefully will do better in the future)

3. MOTILAL OSWAL: invested when stock was around 750-800(pre-split 1:4) kept averaging it still 600 odd levels. Rational at that time(after hearing some mohnish pabrai videos) was market cap 6500 cr cash in books was 5000cr(investments) so the company was available at 1500cr. Todays is my largest holding(almost 35-40% of the portfolio).

4. MANKIND PHARMA: invested in the IPO got the allotment still holding it till today. Rational was the only pharma company whos products i could understand n was using(pun intended). Got my conviction from a podcast i saw on youtube(beer-biceps one) n liked the promoter.

5. Small positions:
   a. NESCO: started buying around 800 odd levels n company very quickly went past 950 odd level. Found the company at reasonable valuation (had cash n no debt).
   b. Restaurant brands asia: bought some at 96-97 odd levels n within few days went above 110 now at 104-105 will start buying again. Rational was whole company was available at 5000 cr mar cap was cheap compared to sapphire/devyani/westlife/jubilant.
   c. Other small investments: Royal orchid hotel/ HDFC life/ Radiant CMS/ Tarsons/ Stovecraft

I think in a bit heavy on financial. But i cannot find anyother non-financial companies at reasonable valuation that i can understand.
What are you thought? Anything will be of great help.
Thankyou guys in advance(hope somebody will ready)

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