Small cap portfolio

1

I am posting my portfolio for expert opinions.

  1. Prakash pipes - 12%
  2. Paradeep phosphate - 14%
  3. Lux industries - 12%
  4. EMIL - 11 %
  5. Birlasoft - 9%
  6. Laxmi organic - 9 %
  7. Infobeans technology - 9%
  8. Chemcrux enterprises - 9%
  9. Ajanta soya - 8 %
  10. Precision wires - 7%
2

Can you please explain your reasoning on why you’ve these stocks? What thought process did you have to invest in these stocks.
I’m interested in knowing why you’ve invested 12% in Lux even when there was management issues.

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3

SEBI recently lifts ban against entities in Lux industries insider trading case. I thing Lux is second promising brand after page industries. Due to insider trading news and market sentiment stock has slipped from 4500 to 1250. It was showing good strength before insider trading news.
It is bitten down and I think bottomed out. It might show same strength after lifting the ban against entities…

4

I hold Lux industries and InfoBeans Tech
Just wondering if one should hold Lux Industries.There was some raid in the offices of the company

I hold InfoBeans Technologies too.The stock has given average returns and the fact that there are better options in the IT sector,I wonder if this will give extraordinary returns.

Please review my portfolio