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 | ₹515.68 | ₹451.00 | -12.54% |
| MARKSANS | 06/07/2025 | ₹214.00 | ₹174.25 | -18.57% |
| SCHNEIDER | 20/06/2025 | ₹759.00 | ₹643.00 | -15.28% |
| VEDL | 06/06/2025 | ₹446.40 | ₹610.10 | +36.67% |
| TARIL | 30/05/2025 | ₹407.94 | ₹275.00 | -32.59% |
| CMSINFO | 24/05/2025 | ₹422.14 | ₹335.00 | -20.64% |
| ALIVUS | 16/05/2025 | ₹1,028.84 | ₹879.80 | -14.49% |
| NSE:TCI | 11/04/2025 | ₹1,089.00 | ₹1,054.00 | -3.21% |
| BBTC | 04/04/2025 | ₹1,770.00 | ₹1,817.00 | +2.66% |
| TIMETECHNO | 30/03/2025 | ₹210.65 | ₹180.50 | -14.31% |
| GRAVITA | 30/03/2025 | ₹1,823.00 | ₹1,689.00 | -7.35% |
📈 Winners in the Portfolio
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VEDL: Significant upside with ~36.7% gain, continuing to be a top performer.
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KARURVYSYA & BSE: Strong double-digit gains, reaffirming medium-term conviction.
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BBTC: Small positive return, steady in the current market.
📉 Underperformers / Positions to Reassess
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TARIL, CMSINFO, CHAMBLFERT & SCHNEIDER are lagging significantly.
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MARKSANS, ALIVUS, ELGIEQUIP are showing notable drawdowns.
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These names may require deeper review on fundamentals or potential trimming depending on your investment horizon and thesis.
📦 Stocks Exited (Booked Profit/Loss)
Here are positions that we closed out:
| Stock | Entry Date | Exit Date | Avg Price | Exit Price | Book P/L |
|---|---|---|---|---|---|
| BASF | 11/04/2025 | 25/11/2025 | ₹4,503.00 | ₹4,219.85 | -13.21% |
| USHAMART | 24/05/2025 | 24/11/2025 | ₹329.90 | ₹415.00 | +25.80% |
| MOTILALOFS | 18/04/2025 | 24/11/2025 | ₹652.30 | ₹945.00 | +44.87% |
| 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% |
👉 Notably, MOTILALOFS and THANGAMAYL delivered exceptional gains before exit, while USHAMART provided a solid double-digit return. The disciplined exit from SYMPHONY and BASF protected capital and recalibrated exposure. 👏
🧠 Thoughts & Strategy Going Forward
✅ What’s Working
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Clearly commodities & cyclical names like VEDL and KARURVYSYA are outperforming.
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Exiting winners at targets helped lock profits and rebalance the portfolio.
⚠️ Areas That Need Attention
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A number of lagging mid-cap/small-cap stocks are dragging overall performance.
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These may need review against sector fundamentals and earnings trends.
🎯 Next Steps
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Review underperformers — especially those down >15%.
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Assess if theses are intact or if trimming/exit is prudent.
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Maintain core positions that have shown strength.
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Align holdings to longer-term goals and risk tolerance.
📌 Final Takeaway
This update reflects a portfolio in far better shape than a month ago, with several strong performers and clear learning points from the laggards. Investing isn’t linear — periods of drawdown are expected — but disciplined exits and ongoing review help build resilience.
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