Members Volunteerly Quarterly Disclosure of their Investment Portfolio upto only 30 Stocks

My Portfolio
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1.Karnataka bank ( 9% )
2.Guj Amb Exports(GAEL) (7.2%)
3.Grasim (6.6%)
4.Nocil (5.9% )
5.VMART (5.8%)
6.Jyothy Lab (5.3%)
7.Praj Ind (5%)
8.ICICI BANK (4.3%)
9.Unichem Lab (4.3%)
10.Alembic Pharma (3.9%)
11.Ambuja Cement (3.8%)
12.Exide ( 3.5 %)
13.Heritage Foods (3.3%)
14.Thermax (3%)
15.Indow wind (3%)
16.CEAT (3%)
17.BEL (3% )
18.SJVN (3%)
19.PNC Infratech (3%)
20.AIA Engineering (3%)
21.Torrent Pharma (3%)
22.IDFC BANK (2%)
23.Prabhat Dairy (2%)
24.Munjal Showa (2%)
25.Federal Bank (2%)

 

My portfolio is as follows:

1. Yes Bank 17%
2. Tech Mahindra 8%
3. TCS 7%
4. Havells 5%
5. Power Grid 5%
6. TV18 4%
7 Sobha 3%
8. Capital First 3%
9 Gruh Finance 2%
10. Asian Paints 3%
11. Sun Pharma 3%
12 Aurobindo Pharma 3%
13 HCL Tech 2%
14 SBI 2%
15 Tata Motors 2%
16. HDFC Bank 2%
17. Canfin Homes 2%
18 GIC Housing 2%
19. Tata Elxi 2%
20 UFO Movies 2%
21. Tata Coffee
22 Granules India
23 Cupid
24 UltraMarine
25 REC

Please share your views. This portfolio has been built over a long period with some stocks for last 10 years too. Interestingly not a single stock in common with your portfolio.

 

@ Mr kharb , your kind words on exit or profit booking trategy is keenly awited, Sir.

 

This is also pain area for me and still I am refining on this .Although investment is learning which always keep on evolving But what I understand and presently trying to implement is as like this.First assume if you have got some fresh money (if you don't have more money to invest ) or if you have realy substantial more money to invest ,Which are the stocks in your portfolio ( except those which are already more a than 10 % of your portfolio ) which you may not include in your fresh purchase list.This is the list which you probably know from back of your mind ,which you should exit.Now Second step comes ,which of stocks out of this exit list has underperformed Sensex or Nifty in in all three stages , last one ,three and five years .If you want to shorten it go for last one and three years .Now you have data based list plus add some stock where some thing dramatically negative has happened .Now think if some thing has dramatically turned positive in last year ,then you can still give that stock one more year.Third step which needs to be applied is to have fix size of your portfolio.If you have more than 30 Stocks, immediately reduce that to 30 by above methods and ensure that any stock older than one year holding should be atleast 2% of portfolio or you should exit from that . Slowly reduce portfolio stock list to 20 in few years .Now to keep your portfolio in size ,for any fresh stock idea you want to add in your portfolio ,you must find out your replacement exit idea by above discussed steps.At what price you bought a stock becomes history and irrelevant after some time of your buying and can be used for only learning ,only present price and future are relevant questions afterwards..Simalar steps can be done ,when you need money for some other purposes then equity.

 

Truly appreciate this view on exit!!! This can be strenghthen only by way of hard analysis expereince!!!!

 

Immensely helpful guidance!! Thanks again!Significance of selling strategy is no less than buying strategy but it is in my view hardly appriciated.

 

My Portfolio (Been 3 years since I started investing) :-

1. Jamna Auto - 9%
2. Motherson Sumi - 8%
3. YES BANK - 6%
4. CenturyPlyboard - 6%
5. Aurobindo Pharm - 5%
6. Kajaria Ceramic - 5%
7. BPL - 5%
8. Dewan Housing - 4%
9. Pidilite Ind - 4%
10. Nitin Spinners - 4%
11. Pokarna - 4%
12. Asian Paints - 3%
13. Avanti Feeds - 3%
14. Supreme Ind - 3%
15. Tanla Solutions - 3%
16. Sun Pharma - 3%
17. Manappuram Fin - 3%
18. IndusInd Bank - 2%
19. Shree Pushkar - 2%
20. Ujaas Energy - 2%
21. Maruti Suzuki - 2%
22. Texmaco Rail - 2%
23. HDFC Bank - 2%
24. Datamatics Glob - 2%
25. Veto Switch - 2%
26. Emami - 2%
27. Alkem Lab - 2%
28. Camlin Fine - 2%

 

Surely some great picks that I can learn from. One stock though that I hardly know about is Indow wind . Thanks

 

To me this looks a great spread ! Thanks

 

Tata Elxsi Limited = 13.49
Jubilant Life Sciences... = 7.66
Oil & Natural Gas Corp... = 7.65
Avenue Supermarts Ltd = 7.19
RBL Bank Ltd = 7.03
Capital First Ltd = 5.68
Shree Pushkar Chemicals... = 5.22
Indiabulls Housing... = 3.69
Heritage Foods Ltd = 3.69
Ruchira Papers Limited = 3.50
Panyam Cements &... = 3.44
Karnataka Bank Limited = 3.33
V2 Retail Ltd = 3.27
LT Foods Ltd = 3.26
Intense Technologies... = 3.23
Bengal & Assam Company... = 3.04
Delta Corp Ltd = 3.04
KRBL Ltd. = 2.71
J B Chemicals and... = 2.61
Gujarat State Fertilizer... = 2.10
Nitin Spinners Limited = 1.78
Transport Corp. of... = 1.68
Future Consumer Ltd = 1.10
TCI Express Ltd = 0.62
===================================
Returns till date : 38.20 % (Though I have exited some stocks)

I have started investing for last 1.5 years and I am still under 30s so I am betting more on small-mid segment. I do follow some kind of speculation to ride on short term rally. I am still learning how to research stock but I invest based on analysis given by other experts and brokerage house.

I am still open to accept your feedback on my portfolio. If you see something special in my portfolio feel free to share your words.

 

Knwoing the Returns that have been there in the recent past, this is one portfolio to beat. I am no expert, but to me it looks as good going forward also. Some stocks do overlap what I carry in my portfolio also (explains my bias), and I am tempted to look at few others that I don't own at the moment !

 

When you bought D mart ,and at what price

 

Good initiative. My holdings are (in descending order);
Page 12%,Repco 11%, Gruh 6%, HDFC Bank 6%, Asian Paints 6%, Granules, 5%,TVS motor 5% PI Industry 5%, Kitex 4% Ujjivan 3%, Ceat 3%, Tata Motors 2%, Century PLy 2% , LIC Housing Fin 2%, CEra San 2%m, Pidilite 2%, Britannia,/Heritage/8K Miles/Torrent Pharma/Manapuram Fin all @ 1%. Apart from this have few in small qty like PNB housing, Ashok Ley, Sintex etc.

Let me know your thoughts.

 

I received in IPO. it seems HDFC of retail sector

 

SUN PHARMA RE.1/- 7.8% - Long Term - 7-10 years
IDFC BANK-EQ 7.6%- Long Term - 7-10 years
JUBILANT LIFE-EQ RE1 6.2%- Long Term - 7-10 years
IDFC LIMITED-EQ 5.7%- Long Term - 7-10 years
TATA CONSULTANCY-1/- 4.9%- Long Term - 7-10 years
DELTA CORP L-EQ RE 1 4.0%
SPICEJET LIMITED-EQ 3.1%
GRUH FINANCE-RS.2 EQ 3.1%
GODREJ PROPER EQ 5/- 2.9%- Long Term - 7-10 years - Recently purchased
PERSISTENT SY EQUITY 2.8%- Long Term - 7-10 years
FEDERAL BANK EQ 2/- 2.5%- Recently purchased
TECH MAHINDRA-EQ 2.5%
KARNATAKA BANK 2.5%- Recently purchased
LARSEN & TOUBR-EQ2/- 2.4%- Long Term - 7-10 years
ESCORTS LIMITED EQ 2.4%- Long Term - 7-10 years
SUNDRAM FASTNER-RE1/ 2.3%
CREDIT ANALYSIS- EQ 2.0%
PROZONE 1.9%- Long Term - 7-10 years- Recently purchased
LUPIN LIMITED-EQ2/- 1.9%
BAJAJ FINSERV - EQ 1.7%
THE MANDHANA RETA-EQ 1.7%- Recently purchased
CADILA HEALTHCARE-EQ 1.6%
TATA MOTORS-EQ RS2/- 1.6%- Long Term - 7-10 years
EDELWEISS FIN-EQ 1/- 1.5%- Long Term - 7-10 years
ALKEM LABORA-EQ 1.5%-Long Term - 7-10 years
KOLTE PATIL DEVELOPERS 1.4%- Long Term - 7-10 years- Recently purchased
KIRLOSKAR OIL ENG-EQ 1.4%- Recently purchased
L&T FINANCE HOLD-EQ 1.3%
L&T INFOTECH-EQ 1.3%
GUJARAT ST PETRO EQ 1.1%
MAH & MAH EQ RS 5/- 1.1%- Recently purchased
DREDGING CORPN EQ 1.1%
DCB BANK- EQ 1.1%
AUROBINDO-EQ-RE.1/- 1.0%
GSFC EQ 2/- 1.0%
REPRO INDIA EQTY 0.9%
MAX VENTURES-EQ 0.9%
FIRSTSOURCE SOLU-EQ 0.8%
ADANI TRANSM-EQ 0.8%- Recently purchased
GATEWAY DISTRIPARKS 0.8%
WIPRO EQUITY - RS 2 0.8%
BHARAT FORGE-NEW RS2 0.8%
MIRC ELEC-RE.1 0.7%
ATUL LTD EQ 0.6%
NCC LIMITED-EQ 2/- 0.6%
ITC LIMITED -EQ RE.1 0.6%
PTC INDIA LIMITED 0.6%
CIPLA LTD NEW EQ 0.5%
ADANI PORTS -EQ 2/- 0.4%
SBI - EQ 0.2%
ADANI ENTERPR RS.1/- 0.1%

Hi. I have been investing in the markets since I was 19 years old. Today after 16 years, I have learnt that if you want to make move, "Keep Clam and Hold on". If you want to lose money, become a short term trader. People have made money short term. I too have on most occasions. But the real value of stock starts only showing with compounding.

Having said that, most of my major investments are in the top 10 are still to give returns. The seed is sown and waiting for the fruits. I'm 35. So i have time on my hands.

Most of holding are in the Banks and finance sector. I have a gut feeling that this is the start of a new Digital Cash era. The way our Prime Minister is turning things around, we are bound to see another 5 year term for him. This 10 year period will turn India into something that I cant explain.

Let me know what you guys think.

 

I am also biased on Banking & Financial services. However, I usually hold only 10-15 stocks above which I lose focus. What's your rational behind owning so many stocks ?

 

You have many good stocks in your portfolio. But in my view ,no of stocks are more You should reduce it .In more stocks we lose focus and start accepting losers and start waiting for turn arounds.Slowly this list become big,which drag down performance of portfolio.First reducec it to 30 and after that slowly go down to 20 ,if you find it comfortable. Any stock must have minimum 2% allocation and maximum 10 %..,Otherwise even if any stock give good return,it will not have big impact on your portfolio if it is less than 2%..Simalary no stock should have investment more than 10% so that any set back can be tolerated .But by appreciation if stock cross 10% it is acceptable.

 

Exited from TV18, Snowman Logistics, Ashok Leyland today. Will knock off other smaller holdings like Astra Mirco, Godrej Consumer, Zen Technologies shorty.

Please advise.

 

Are U happy to hold kitex.I dont have faith in this.Page is good but can it grow at same rate as in past to justify valuations?.Over all U have good portfolio.

 

Good point Kharb. Kitex I'm disappointed - but its in negative and a good amount is invested in that. Page yes - its stagnant now and I m planning to switch - to WHAT is the question !