I invite the ValuePickrs to comment and share valuable insight on my portfolio:
- Balrampur Sugar
- Dhampur Sugar
- Rural Electrification Corporation
- SREI Infra
- Manappuram Finance
- Omkar Specialty Chemicals
- Aksh OptiFiber
- GeeCee Ventures
All above are 10% each of the portfolio. Rest 20% is cash.
Playing all the above positions with a StopLoss.
Meanwhile, if market corrects, by about 30-40% or more, I’ll go in for a major re-shuffle.