Great time to make fundamently strong blue chip portfolio

Way to go man!!!!! Otw to a 5digit stock soon.

One question though - is vardhman textiles as good an employer too?

 

Way to go man!!!!! Otw to a 5digit stock soon.

One question though - is vardhman textiles as good an employer too?

 

Exited from Tata steel at loss and shifted proceeds to HDFC bank ,which is always a buy to me in absence of any other buy idea. Costly lesson learnt,metals are never investment grade stock for long term but only are trading stocks as per cycle.I had earlier exited Hindalco and Vedanta,and now don't own any metal stock.

 

thanks @kharb for sharing lesson. metal are volatile businesses and never goes in one direction.

 

Shifted from Idea to Infosys (Infosys already existing in my portfolio).I expect Infosys to outperform Idea in long term as telecom may see increased competion after Rel Jio launch in few months .Already I am having RIL in portfolio for Telcom play.

 

idea was longterm bet?

 

Saved because Idea is going down heavily to 10%.

 

Proceeds ,after exiting from HSIL ,put in LIC housing ,existing stock in my portfolio.In my view ,earnings in housing finiance may be more Secular than sanitary ware sector .Both work in housing sector,so allocation remain in housing sector only.

 

Not sure because competition in HFC is high. There is HDFC, Repco, GIC HF, LIC HF, IndiaBulls also banks are giving housing loans and also NBFC like Bajaj Finance. Also NPA risk is there. In sanitary there are two player Cera and HSIL in organized sector.

 

Watch Stock price history of Bajaj Finance. It has doubled very often.

 

Bajaj Finance is my favourite stock. Very strong and reliable stock I think CAPF is going same way under backing of Warburg Pincus management.

 

Stock is making new highs.

 

Proceeds of United Spritis were invested in LIC Housing

 

united spirits was a good bet for long term.

 

Bought and added further small quantity of DHFL finance yesterday, DHFL finance looks to be still attractively priced in otherwise over priced market. DHFL is approx now 1% of my portfolio. I started buying it from May 2012 onward . DHFL finance was also mentioned as my top Diwali picks last year for next Diwali. I hope it will brighten portfolio of its stake holders till next Diwali. I never recommend any stocks and are mentioned for sake of discussion only.

 

Again bought DHFL housing finance today, in my view still grossly underpriced stock in over heated market, I am accumulating it since May, 2012 .Now it crosses 1% of my portfolio,my minimum banch mark for my long term portfolio stocks for investment . my maximum limit is 10%,after 10% I avoid further investment. Presently , yes bank leads my portfolio, stock already multiplied approx 20 times in approx 8 years,and still on fire.

 

Added more quantity of Reliance capital today, as Mr. Anmol Ambani, son of Anil Ambani permoted as additional director, he is graduate from Warwick University UK, Earlier he has been associated as trainee in Rel AMC. I hope he will prove himself as worthy heir to his grand father. His image will now totally depend upon future performance of Reliance Capital. May be in future, he will be ED of Rel Capital. More over company is ready for a big take off and all credit may be given to Mr. Anmol Ambani. Good strategy indeed.

 

repco will be good than lic housing for long term.

 

great . 20-bagger is everybody,s dream. you made it actually. congrats.

 

IDFC bank bought and added further, it is a very long term stock for 5 years or more.