Poke Holes in my Portfolio

First time single stock investor, long time mutual fund holder. Created this portfolio after spending the last few months analyzing companies and their fundamentals.
Looking for members to critique this portfolio and share their perspective. Thank you!

The below portfolio is created to invest in small and mid cap (1000 to 10000cr market cap) within the Indian market with a view to hold these stocks for a long period of time (min 10 years) and re-balance /review every year.

Manufacturing
1. HEG
2. Graphite India
3. Dixon Technologies
Finance and Banking
1. Max Financial Insurance
2. Bandhan Bank
Pharma
1. Lincoln Pharma
2. Laurus Labs
3. Thyrocare
Consumer Export
1. Apex Frozen Foods
2. Avanti Feeds
3. Venky’s India
Infrastructure
1. NCC
IT
1. Accelya Solution

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Here is first poke:-
HEG PROFIT DOWN ONLY 99.6% ONLY YOY.

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Their profit grew by 172+% last year, amid the global tensions I would expect it to be down this year.
This year for the 9 months ended its down by about 87%. Still a fundamentally sound company with huge cash reserves which gives it the ability to glide through economic downturns and come out strong. Even after taking a hit of 87% to their profits, they have the ability to give a substantial interim dividend this year.

Today market respected HEG with more down 12% downside.

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I hope it goes down even more, will be more than willing to buy it at low 800’s.

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