Advise on my portfolio

Kindly advise on below portfolio

Apollo Tyres
Bajaj Electricals
Berger paints
Castrol
Colgate
Dabur
DHFL
EXIDE INDUSTRIES
Havells india
HUL
ITC
Kansai Nerolac
Marico
Motherson Sumi
Pidilite
SBI
Tech Mahindra
Thomas Cook
VIP industries

Kindly advise which to hold and which to sell, any new stocks which can be added

 

Dear Sandeep
I think you have a wonderful portfolio of stocks. I do not know what is your purchase price. If the buying price is right, says Buffett, then it does not matter when you sell. So, keep holding onto all of these stocks. In about 4-5 years time frame they should all give you great returns.
Most of these businesses have a huge moat around them -- Pidilite, ITC, HUL, Marico, Thomas COok to name a few.
Great portfolio.

 

100% AGREED. There is not single DABBA stock in the portfolio. ALL BLUE CHIPS MID-caps and Large Caps. EXCELLENT PORTFOLIO FOR BUY, HOLD FORGET.

Only BIG PROBLEM is that there is NOT SINGLE PHARMA Stock? WHY?

Pl see my post POWER OF PHARMA !! Period (2008-2015); 7 years of WEALTH CREATION !!

I suggest JB Chem, Ajanta, SHilpa.

 

Colgate, you can hold for a lifetime. Colgate is having market leadership. But its hold on the market is so strong that big guy like hul could not displace it from number 1 position in oral hygine. ITC as a FMCG is very good but cigarette is causing problems for ITC. But cigarette is their main business and they have diversified to FMCG.

 

Thanks but still portfolio is at loss of around 5%

 

Moreover stocks are added on monthly basis.....no stock is bought at one go

 

What about granules india, sms pharma, aarti drugs? How do you rate them?

 

Granules is top class. I am not aware of SMS and Aarti

 

Good strategy. SIP is best strategy.

 

Want to add MCX, CARE and SUN PHARMA

please advise on these as well

 

Sun pharma is having some problems. Acquisition problems. Its recent acquisitions has caused problems but long term it seems very good.

 

What about aurobindo pharma, lupin, abott, cipla?

 

I have not studied in depth. I have Granules, Shilpa, ajanta, JB Chem, Indoco in portfolio. Except indoco all are doing well. Even indoco has great future as per experts. I suggest at least three pharma stocks in portfolio because of FDA risk. Also mid-caps are better than large caps for obvious reason. I sold Sun Pharma when Ranbaxy was bought.

 

you already have 19 stock in portfolio. How many more you want. I suggest you study existing stocks carefully over next 6 to 9 months and develop confidence in the performing ones. Then make shortlist of 15 stocks and invest more funds in conviction stocks.

 

you have to hold all stocks for atleast 5 years for making good returns. Hold long enough.

 

Dear Sandeep,
It seems you are just doing time pass. You are having 19 stocks in your portfolio and still asking about plenty of stocks. Either you want to hold only one stock each of fifty businesses and make a representative index of some kind, or else listen to Srouta Mukherjee and w4wealth. Don't have more than 10-15 stocks in your portfolio.

 

Very good portfolio sir.... keep it up class one , almost good stocks and low risk apatite investment , but include " Lupin or JB Chem, NMDC , ONGC , Hero Moto" stocks and reduce some stocks in FMCG Products , one paint stock and one auto ancillary stock , than your portfolio will be more stronger

 

@ sandeep ji ,

this is my choice ..... this is only my view

1.Berger paints
2.Castrol
3.Colgate
4.LIC HOUSING
5.Havells india
6.HUL
7.ITC
8.Motherson Sumi
9.SBI
10.Tech Mahindra
11.VIP industries
12.JB Chem
13.ONGC
14.NMDC
15.Hero Motocorp
16.ICICI BANK
17.HDFC BANK
18.Lupin

 

Hi Sandeep,
I was holding DHFL and Indiabulls housing for almost 2.5+years .
Indiabulls moved from 200 to 700+, gave aprox 70-80 rupees as dividend and DHFL was just 80% up .
Not sure why market is not willing to give even average PE to this "RJ" stock.
At last I lost patience and sold it last week to move to some micro/small cap IT/Pharma stock .

Why Bajaj electrical is there even though its non performing for years? Even I was holding it and sold after 2 years due to its under performance . I believe 2-3 years is good enough to give chance to any stock .

Are you doing SIP ? If yes, Instead of SIP try to buy in corrections , it will lower your average price for sure .

For me it doesn't matter if its Blue chip, small cap, mid cap or micro cap . Given enough time it should perform, if it doesn't I don't mind getting rid of any stock .

Are you not willing to give some chance to small/mid caps ?


Hope it helps .
Thanks & Regards,
Prashant

 

RMSC Sir, After GST is implemented, Cigarette companies will have to bear a huge tax burden. Now that the BJP and Congress are again crossing swords GST Bill will find place in deep freeze. So ITC can relax but sooner or later GST will have to be implemented. Then what ?