Gain the Sector Advantage
These are the chunk of our portfolio !
Have you been keeping an eye on the recent rally in the stock market?
The FED’s recent comments have made the market re-price Interest Rate expectations with Recession being almost a “given”. The market has recently seen a decent correction from its highs, which may have caused fear and hesitation. You may be wondering if it's still a good time to invest in top-performing companies. The answer is yes! Our carefully curated portfolio includes some of the best-performing tickers that are still poised for significant growth.
However, this is the perfect time to invest in some of the best companies that are showing promising growth potential.
Let me introduce you to some of the top companies in my portfolio. These companies have been carefully selected based on their strong fundamentals, growth potential, and profitability.
a leading steel producer, has shown consistent growth in revenue and profits over the years. With a weight of 9.92%, it is a significant holding in our portfolio. As the demand for steel increases in the infrastructure and construction sectors, JSL is poised for significant growth in the coming years.
with a weight of 7.1%, is another company that has tremendous potential. As a leading manufacturer of plastic products, Supreme Industries is well-positioned to benefit from the growing demand for eco-friendly products. The company has been consistently increasing its market share, and its revenue and profits have been growing at a steady pace.
Blue Star, Fincables, and Cummins Ind are also companies that have shown significant potential for growth in the near future.
Blue Star a leading player in the air conditioning and refrigeration segment, has been gaining market share and is well-positioned to benefit from the growing demand for energy-efficient products. Fincables, a leading manufacturer of wires and cables, has been expanding its product portfolio and is expected to grow at a faster pace in the coming years. Cummins Ind, a leader in the diesel engine market, has been performing well and is poised for significant growth in the near future.
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Investing in the stock market can be intimidating, especially when the market is choppy and volatile. However, statistically speaking, if you invest in good stocks when the market is at its 200DMA, you have the potential to earn good returns. This is the perfect time to invest in some of the best companies that have shown strong fundamentals and growth potential.
If you're interested in learning more about our portfolio and the companies we invest in, I invite you to subscribe to my services. You won't want to miss out on the potential gains that these companies can offer.
Mayank Mehraa, CFA, FRM