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
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APAR Industries (APARINDS) – Added on 21 Nov 2025
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Elgi Equipments (ELGIEQUIP) – Added on 03 Oct 2025
❌ Exited Stocks
Summary:
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THANGAMAYL exit continues to shine with a massive +57.82% gain.
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SYMPHONY exit was a controlled loss, showing discipline and risk management.
🧭 Performance Breakdown
🌟 Top Performers
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MOTILALOFS: +45.09% – Strong sustained rally, continues to outperform.
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USHAMART: +33.17% – Consistent strength; excellent momentum.
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BSE: +19.96% – Quick gains since entry; sector tailwinds evident.
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VEDL & KARURVYSYA: +10–11% – Solid medium-term compounders.
⚠️ Underperformers (Need Review)
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TARIL: –41.35% – Deep drawdown; requires strict review of thesis.
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CMSINFO: –26.17%
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CHAMBLFERT: –18.05%
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DODLA: –17.90%
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ALIVUS: –12.23%
These stocks may require re-evaluation depending on fundamentals and sector conditions.
🆕 New Additions Status
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APARINDS – Flat at 0%; early days, nothing concerning.
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ELGIEQUIP – Slight dip (–1.97%); still in the accumulation phase.
🎯 Strategy Insights
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Winners running well: Motilal Oswal, Ushamart, BSE — all showing strong momentum.
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Losers dragging returns: TARIL, CMSINFO, CHAMBLFERT — consider whether to reduce or exit if thesis has changed.
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Portfolio still young: Most positions were opened between March–October 2025, so volatility is expected.
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Risk management needed: A few deep-red positions may need trimming to improve overall strength.
📌 What’s Next?
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Monitor new additions APARINDS and ELGIEQUIP for trend confirmation.
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Review underperformers with <–15% drawdowns for potential exit.
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Continue riding strong performers, but set trailing stop levels.
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Ensure sector allocation remains diversified and aligned with long-term goals.
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