Portfolio Review

Roast my portfolio: Name, P&L, Reason 1. Adani Ports, +50%, Portfolio leader 2. Adani energy, at cost, High capax 3. Adani Wilmar, -30%, Mcap<Sales, low PE among FMCG but stake sale is pending 4. Alkyl amines, -50%, my initial stock 5. Balaji amines, -25%, my initial stock 6. Bharat wire, -15%, Promoter buying 7. Birla soft, At cost, seems good value 8. Campus, -3%, Footwear is not doing good but Public holding significantly reduced in last 2-3 quarters. Also thinking to switch this with reliance 9. Dwarikesh sugar, -20%, will buy more when more crisis will come in sugar 10. Globus spirits, -10%, posted bad results so clueless now what to do 11. Indegene, +2%, Good mixture of IT and Healthcare 12. Indus tower, -10%, Leading in tower owned by Bharti Group 13. Jamna auto 14. Jk tyre, +3%, Lowest PE among major tyre companies 15. Jubilant ingrevia, +90%, Now chemical cycle is turning in favour and recently signed CDMO 16. Manyavar, +3%, Rare company with 40-50% OPM also shadi season is going on 17. Paramount communication, at cost, Management wants to make revenue double by fy26 18. Reliance industries, -3%, Seems value buy, will add more if fall 19. Satin credit card, -25%, At that time PE was 4 so I thought at current eps company can easily give 20-25% price appreciation but small finance companies are posting bad results 20. Snowman logistics, +10%, Promoters are constantly buying 21. Swan energy, +30%, great future aspects, reliance navel listing could be the trigger 22. Tata chemical, +10%, holds more than 3% in Tata sons and value of holdings are more than market cap. 23. United phosphorus (UPL), -20%, No idea now what to do Bought adani because it is too big to fail and good value doesn't come with good news. Suggestions are welcome.