You need to write the thesis on why you bought, Avg price, % of holding as portfolio else people will not be able to comment on the same.
In my humble opinion, it’s a wealth saver portfolio and may not be wealth builder. So may only mimic NIFTY50 returns at best.
Added Fine Organics at ₹4880
Adding Balkrishna industries at ₹2637
Adding Vedant fashion CMP: ₹1217
5yr ROCE 30%
Debt to equity 0.27
5yr OPM 44%
Double digit profit growth
High promoter holding
Can you please share your updated portfolio as of Jan-24
Will continue to add more
A fix amount in each stock
Sushil you should write the thesis on why you bought the above mentioned stocks, Allocation % of the total portfolio, buy price , Current market price
Additionally you can also write about your future expectations from the portfolio so that other can contribute & have a meaningful discussion.
Adding idea forge at 770
*Strong engineering and design capabilities
*Healthy market share
Can you share your thoughts of holding SBI cards.
They are loosing market share and
profitability is reducing and