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Portfolio Update – As of January 10, 2026

Welcome back to another portfolio update! In this blog, we’ll take a close look at how our investments have performed since the last published update on November 21, 2025 , review the current holdings, reflect on exited positions, and share insights on strategy going forward. 🧭 Key Highlights Since Last Update Since the previous post, we’ve continued to hold a diversified set of stocks across sectors. Some positions are performing well, while others are lagging, offering opportunities for review and rebalancing. 📌 Current Holdings Overview Below is the current snapshot of the portfolio with entry dates, average cost, latest market price, and performance %: Stock Entry Date Avg Price Current Price P/L % FIEMIND 28/11/2025 ₹2,269 ₹2,239 -1.32% APARINDS 21/11/2025 ₹9,122 ₹8,225 -9.83% ELGIEQUIP 03/10/2025 ₹501.50 ₹446.50 -10.97% BSE 10/10/2025 ₹2,379.90 ₹2,678.00 +12.53% KARURVYSYA 10/10/2025 ₹226.40 ₹265.50 +17.27% DODLA 05/09/2025 ₹1,328.80 ₹1,212.30 -8.77% CHAMBLFERT 22/08/2025 ₹515....
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Portfolio Update – November 21, 2025

  A follow-up to the previous portfolio update, highlighting new additions, exits, and current performance. 🔄 Key Changes Since Last Update ✅ New Additions APAR Industries (APARINDS) – Added on 21 Nov 2025 Elgi Equipments (ELGIEQUIP) – Added on 03 Oct 2025 ❌ Exited Stocks Stock Date Exit Date Avg Price Exit Price Booked Profit/Loss SYMPHONY 11/04/2025 04/04/2025 ₹1,007.40 ₹883.15 -14.07% THANGAMAYL 02/08/2025 12/04/2025 ₹1,904.10 ₹3,005.00 57.82% Summary: THANGAMAYL exit continues to shine with a massive +57.82% gain . SYMPHONY exit was a controlled loss, showing discipline and risk management. 📊 Current Portfolio Overview Stock Date Exit Date Avg Price Current Price Profit/Loss % APARINDS 21/11/2025 ₹9,122.00 ₹9,122.00 0.00% ELGIEQUIP 03/10/2025 ₹501.50 ₹491.60 -1.97% BSE 10/10/2025 ₹2,379.90 ₹2,855.00 19.96% KARURVYSYA 10/10/2025 ₹226.40 ₹248.50 9.76% DODLA 05/09/2025 ₹1,460.50 ₹1,199.00 -17.90% CHAMBLFERT 22/08/2025 ₹561.00 ₹459.75 -18.05% MARKSANS 06/07/...
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Portfolio Performance Update – October 24, 2025

Monitoring portfolio performance regularly is essential for disciplined investing and informed decision-making. As of October 24, 2025, the review of your recommended stocks reflects a balanced mix of gains and losses, highlighting areas for action like averaging underperforming names and holding steady on strong performers. Focus: Symphony Ltd – Averaging Opportunity With Symphony Ltd currently down by over 20% from purchase price (₹1,135 to ₹903.00), averaging the stock could be a prudent strategy given: Sector Tailwinds:  Demand for energy-efficient cooling solutions remains strong, and Symphony’s innovation pipeline supports growth. Valuation Appeal:  Recent correction improves entry price, potentially enhancing future returns as business recovers. Market Sentiment:  Temporary headwinds appear to be value-inhibiting rather than fundamental, making it a candidate for averaging to reduce cost basis. Stock Date Exit Date Avg Price Current Price Profit/Loss % BSE 10-Oct-2...
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