My Portfolio; Inviting comments

Hey All,
I invite the ValuePickrs to comment and share valuable insight on my portfolio:

  1. Balrampur Sugar
  2. Dhampur Sugar
  3. Rural Electrification Corporation
  4. SREI Infra
  5. Manappuram Finance
  6. Omkar Specialty Chemicals
  7. Aksh OptiFiber
  8. 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.