My Portfolio Allocation

Q&A: Questions & Answers Portfolio Q&A
1

Hello I am Sharing My Portfolio

  1. Star Health : 18%
  2. Goldiam International : 13%
  3. Welspun India ( Living ) : 11%
  4. Gujarat Flurochem : 9%
  5. Siyaram’s Silk Mill : 8.5%
  6. Johnson Controls Hitachi : 7.5%
  7. Ratnamani Metals : 6.6%
  8. PCBL : 6.5%
  9. Schneider Electric : 6.5%
  10. M M Forgings : 5.5%
  11. Syngene International : 4.6%
  12. HLE Glascoat : 3.2%

Please Review

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2

Please share your thesis and rationale behind why you bought these stocks and why this allocation before asking others to review.

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3

Please share your rationale behind giving such a high allocation to MM forgings …the companies guidance is great but it has substantial debt .