ALs portfolio


Great forum to kick around ideas. I recently got back to the markets after a fairly long hiatus. This is a list of a few names I added. Intentionally diversified will narrow down as markets become clearer to me.

Name (% gain):

Banco Products (23%)

Liberty Shoes (19%)

Poly Medicure (16%)

Vadilal Industries (15%)

Sudarshan Chemicals (14%)

Ador Fontech (12%)

Autocorp Goa (10%)

EIH Limited (9%)

Taj GVK (9%)

Apcotex (8%)

HIL Ltd (6%)

Accelya Kale (6%)

PNB Gilts (5%)

Coal India (4%)

Oriental Hotels (4%)

Indian Hotels (4%)

Leela Venture (4%)

IL&FS Invest (2%)

KPIT Tech (2%)

Balmer Lawre & Co (2%)

Precision Wires (-1%)

EIH Associated Hotels (-0.64%)

Bharat Bijlee (-3%).

Largest positions are: BHarat Bijlee, Kale, Hotels Pack, Coal , Poly, KPIT and Sudarshan Chemicals.

Would love to hear from fellow value pickers!

Thank you.

Explain your investment strategy and returns generated with this portfolio.