Please give advise on my Long Term Portfolio

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by Satishkumar DK, Nov 2, 2015.

  1. Satishkumar DK

    Satishkumar DK New Member

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    Hi Everyone,
    I am a long term invester ( at least to keep 15 years ) and i started building my portfolio since 3 years. Even Dividend amount also i am reinvesting on the below stocks. I built this portfolio through monthly SIP every month and will continue the same for another 15 years. I can take a risk to certain extent ( as my time period is 15 years )and hence i selected mostly Mid & Small cap cap stocks . My expectation on the given stocks is atleast 18-20% CAGR. However, i felt that no. of stocks became more and thought to reduce to 20-25 stocks and felt difficult to do it.
    So, requesting experts to provide their valuable opinion .If you feel any other good stocks to be add here, please suggest.

    The list of stocks with % weightage is below:

    1. AARTI DRUGS -1.5%
    2. ATUL AUTO -2%
    3. AVANTI FEEDS -3.3%
    4. CANFIN HOMES -19%
    5. CAPITAL FIRST -4.6%
    6. DCB BANK -2.6%
    7. FLUIDOMAT -2.1%
    8. GATI LTD -1.3%
    9. GODREJ PROPERTIES -3.7%
    10. GRANULES INDIA -2.6%
    11. GULSHAN POLYOLS -3.1%
    12.KARUR VYSYA BANK-3.9%
    13. KESAR TERMINALS -0.7%
    14. KITEX GARMENTS 0.9%
    15. MULTI COMMODITY 3.1%
    16. NCC LTD 3.5%
    17. POLYPLEX CORP. 2.4%
    18. PTC INDIA FINANCIAL 5.2%
    19. R.S.SOFTWARE 1.9%
    20. RAMCO SYSTEMS 2.7%
    21. SELAN EXPLOR 3.5%
    22.SHILPA MEDICARE 5.4%
    23.SITA SHREE FOOD 0.1%
    24.SUTLEJ TEXTILES 0.2%
    25.SUVEN LIFE 0.8%
    26.TATA CHEMICALS 1%
    27.TATA ELXSI 3.8%
    28.TRANS CORPN 3.4%
    29.TREE HOUSE 4.2%
    30.TV TODAY NETWORK 4.1%
    31.VEDANTA LTD 0.6%
    32.VST TILLERS 2.8%

    GRAND TOTAL 100%
     

    Attached Files:

  2. Satishkumar DK

    Satishkumar DK New Member

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    HI Every one,
    Adding to above information, would like to provide my portfolio weightage- Investment till now is 16 L and Market value is close to 20 L. Hope this information also useful while providing your inputs
     
  3. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Congrats you have made 25% gains. In how much time? Stock selection is good. Pharma space has 10% allocation. What are other sectors? Can you put sector wise? Canfin Home is superb stock with max 19%.
     
  4. gaurramesh45

    gaurramesh45 New Member

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    ok dear let me study your complete portfolio.however atul auto ,avanti feeds,canfin has little chance to recover and so better to exist but hold granuls, godrej properties .
     
  5. Satishkumar DK

    Satishkumar DK New Member

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    hi ,
    Thanks for your suggestion.
    @ Rama Sir, could you also please look it and provide your suggestions.
     
  6. marach88

    marach88 New Member

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    1. AARTI DRUGS -1.5% (SELL)
    2. ATUL AUTO -2% (HOLD)
    3. AVANTI FEEDS -3.3% (HOLD)
    4. CANFIN HOMES -19% (SELL)
    5. CAPITAL FIRST -4.6% (HOLD)
    6. DCB BANK -2.6% (ADD)
    7. FLUIDOMAT -2.1%(SELL)
    8. GATI LTD -1.3% (SELL)
    9. GODREJ PROPERTIES -3.7% (HOLD)
    10. GRANULES INDIA -2.6% (PARTIAL SELL -overvalued)
    11. GULSHAN POLYOLS -3.1% (HOLD)
    12.KARUR VYSYA BANK-3.9% (HOLD)
    13. KESAR TERMINALS -0.7% (SELL)
    14. KITEX GARMENTS 0.9% (HOLD forever)
    15. MULTI COMMODITY 3.1%(Hold)
    16. NCC LTD 3.5% (SELL)
    17. POLYPLEX CORP. 2.4% (SELL)
    18. PTC INDIA FINANCIAL 5.2%(SELL)
    19. R.S.SOFTWARE 1.9% (SELL)
    20. RAMCO SYSTEMS 2.7%(NOt tracking)
    21. SELAN EXPLOR 3.5% (HOLD)
    22.SHILPA MEDICARE 5.4%(SELL)
    23.SITA SHREE FOOD 0.1%(not tracking)
    24.SUTLEJ TEXTILES 0.2%(HOLD)
    25.SUVEN LIFE 0.8%(HOLD)
    26.TATA CHEMICALS 1%(SELL)
    27.TATA ELXSI 3.8%(SELL -overpriced)
    28.TRANS CORPN 3.4%(not tracking)
    29.TREE HOUSE 4.2%(not tracking)
    30.TV TODAY NETWORK 4.1%(not tracking)
    31.VEDANTA LTD 0.6%(sell)
    32.VST TILLERS 2.8%(hold)

    GRAND TOTAL 100%


    There are too many scrips in the portfolio - so reduce..I do not know amount so cant comment exactly but too many scrips - MOST are good
     
  7. RAMA MURTHY SASTRY CHALLA

    RAMA MURTHY SASTRY CHALLA Well-Known Member

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    @ Saishkumar DK Sir , your portfolio reflects you are a high risk apatite Investor
    19 % investment in Canfin Home is very high risk in your entire porfolio
    investment for 15 years is good but you will do your portfolio performance review every year...
    porfolio size is good try to stick on quality stocks and reduce your portfolio size to 20 to 25 is better
    and include some FMCG cash rich stock like ITC AND Increase Auto stocks is better
    ALL THE BEST SIR
     
  8. Kritesh Abhishek

    Kritesh Abhishek Member

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    Hi Satish, good to see that you diversified your portfolio. However, how are you going to monitor all 32 stocks each quarter?
    There are a lot of chances that you only be tracking the price change (profit/loss), not the performance. Reduce the number of stocks so that it's easier for you to monitor the stocks. I hope it helps.
     
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