Divyansh jain portfolio

@yourraj
Thanks for your insights, this helps to get a perspective and how things have to be seen.
One question on metals in case if your watching the space, do you see the current period as Lean, my two cents - I track the LME prices of Steel, Aluminium and Copper and they are currently in an uptrend.


Attached is the chart of NALCO …check the corrections which are cyclical in nature. 2009-2013-2016 and now 2020… this is a monthly chart.if we read the annual reports of the company/industry during such times , we can make out how the cycle tends to play out … Will try and update once I understand myself a bit …but stock price is hinting at cyclical low…
Have initiated tracking posn

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What about your Cera position which you said will add on dips? I have recently added tracking positions of Cera and Meghmani Metals, but Cera is just there only while meghmani gone up by 30%, and now I am confused how to add in meghmani metals?