Please advice creation of portfolio for longterm

Hi friends,

I would like to invest and accumulate for longterm 5-10years in following stocks. Please advice.

1)Marksans pharma
2)Axis bank
3)Narayana hirudhalaya
4)Tata motors
5)powergrid
6)jubilant foods
7)jagran prakashan
8)Lincoln pharma

Please advice. Only longterm investment. Looking for 20% CAGR per year.

Thank you

 

You have other stocks in portfolio or these are all the stocks in portfolio? What is logic of Lincoln Pharma I am also interested after Motilal Oswal recommendation. Is there a research report available? I think you have prepared nice balanced portfolio with blue chip largecap stocks like TaMo, Power Grid, Axis Bank and small caps like Marksans and Lincoln. Also you have given sectoral diversification to Pharma, Bank, Auto, Power, FMCG, and Media which is a good diversified portfolio. I cannot see a single DABBA stock in your portfolio and so it is good portfolio which can churn steady returns over years without unnecessary risk to capital.

 

Hello sir,
Thank you for your advise. This is new portfolio am planning invest for longterm as NRI. As with Lincoln pharma I have done an independent research and it looks impressive, you can get detailed financial from their site. Also Marksans.
Thank you

 

HDFC bank,DHFL , Reliance Industries and Infosys are good stocks to have for next 5 years but need to review after 2 years .

 

Thank you...

 

i think 20% possible with this portfolio

 

I would suggest that you replace Narayan Hrudalya with Max Healthcare (when it lists) or Apollo. Valuations seem pretty steep for NH. I would suggest Yes Bank/IndusInd instead of Axis. I feel Torrent Pharma is better than Lincoln/Marksans. Jubilant foods can be replaced by a IT co. like Infy or if you are a bit more aggressive then Mindtree/Tata Elxsi.