SRG Portfolio - stock currently i am holding

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

currently, I am holding the below stocks.
Remember my portfolio weightage is equal in each stock on a buying basis.
Stocks name & buying price.

  1. Ircon 71
  2. MPS 1516
  3. maharashtra seamless 672
  4. REC 215
  5. IPL 277
  6. PFC 238
  7. Gokaldas Exports 590
  8. krsnaa 567
  9. sonata software 1238
  10. glenmark pharma 448
  11. welspun living 122
  12. mstc 365
  13. sequent 94
  14. equitasSFB 67
  15. welspun corp 483
  16. mastek 2097
  17. marksans 70
  18. vaibhav globle 366
  19. cignititech 995
  20. surya roshni 547
  21. hscl 176
  22. sunteck 422
  23. AGIgreenpac 362
  24. pricol 182
  25. vsttillers 3061
  26. angelone 1705
  27. gabriel 255
  28. timetechnoplast 143
  29. anup eng 1462
  30. sigachi 39
  31. electrocast 87
  32. karur vysya 145
  33. idfc first bank 61
  34. ujjivan finance 501
  35. CMSInfo 377
2

Are you confident in tracking 35 stocks? Going over earnings, concalls and news related to all these stocks would be tedious.

Also I do appreciate low buying price in many stocks in your PF, seems like you discovered them early!

3

I don’t track all con-call, earnings, and others. I track basic fundamentals and valuation of all my stocks. I focus more on momentum in technical setup. (30% fundamental, 70 technical)

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4

Portfolio Updates
Exit:-
IPL 283
Krsnaa 630
Vaibhav Global 417
Sunteck 452

Buy:-
Caplin point 1276
Lincoln Pharma 603

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5

@ImSRGurjar any recent update?