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

Thanks for the sugesstions but i am not very optimistic about IT space (eventhough risks are mostly factored in) for atleast next two years.I am searching for the conpanies which are growing at 20% and reasonable valuations

 

adding best performing stocks is good approach. but only in proportion to your conviction.
if you invest in 8-10 stcoks , they will be usually from 3-4 sectors. so there is no much sector risk.

 

Plan to consolidate portfolio to get the number of stocks down to 20
Exit : Texmaco, Alkem, Camlin Fine, Emami, Sun Pharma
Reduce : Motherson Sumi
Add : HDFC Bank, Pokarna, Dewan Housing
Fresh Buy : Tiger Logistics, Trident

 

SBI: 4.5%
prima plastics: 3%
IDFCBANK : 13.66%
Granules: 9%
EICHER : 18.5%
TAMO : 6.5%
ICICIB : 3%
SUNPharma: 4%
AksharChem: 2.5%
AUROPharma : 8
NitinSpin : 7.4
PanamaPetro : 2.7%
Veto : 5%
YES BANK : 4.5%
SriPipes: 2.8%
HDFC: 3.5%

Recently exited Camlin Fine, Equitas

Started investing a year ago. Pharma is a drag but hoping for revival.

 

Hey Adi. Sorry for the late reply.

Looking at my portfolio, I have allocated around 15.2% to banks and 14.1% to Finance stocks. Also 18.9% is with Pharma stocks. I tend to invest in fixed amounts every month. And each month, I take a call on the markets news and trend. Bank will do well since demonetization. It will take time for them to reach their true value but if one looks at stock movement in developed countries, Bank and parma and Oil stocks have give stable and decent returns. My top picks for Banks are IDFC bank, Karnataka Bank and Federal Bank. I want to Invest in HDFC and Kotak but will I think I can make better returns in stocks which are lower levels.

I strongly feel that Modi will stay for another 7 years. And he is doing great things for India. Unless Trump has another fit at 3am and launches an attack on North Korea, I feel that the market is safe and the true potential will show within the next 5-7 years.

There are some articles online which are projecting sexsex at 80,000-100,000. cant say much about that but 56k to 60k looks possible.

 

Hey

Regarding new investments, I'm looking for stocks which have a good prospect with a minimum 1 year lock in period. I don't believe in short term investing. They can give good returns, but are risky. I'm very bullish on Banks, finance and Pharma in the long term. I also believe that stocks related to the agro sector will do well since UP elections. They have waived off famer loans which will give the sector higher sales.

Also looking at Real estate sector with new RERA rules in place. I see a lot of development on low income housing. Which is again linked to Banking and finance. However, I do read that people are going gaga over micro finance companies. But they acquire finance from Banks at a higher interest rate than RBI. and their clientele are from low income. High risk of default. So that a no for me.

Regarding selling, looking to sell Spice jet. Holding on to that for 2 years. Made decent returns. With Trump sitting in the WH, his buddies really want crude prices to shoot up. If that happens, airlines will be directly affected. However, I tend to sell a stock/sector depending on the market sentiment. Generally my broker advises on what to sell. He has a day to day touch with market news and I take his word.

 

Sir, would you be able to share your brokers name and contact nos. I am looking to change mine and hence this request

 

Hi

send you the contact.

 

Yes got it. Thanks.

Going by what you say, your broker seems knowledgeable about what to buy / sell

 

You are going to be the warren buffet of India all the best

 

OMG. Thanks for wishes.

 

* I would like to sell TCS,Infy,Tech M in IT space and would like to add HCL Tech,Hexaware and MindTree.
* Looking to add scripts /best buy price from Dairy, increase Textile and HFC sector. any advice would be helpful.
* Need to re-look my investment in SKS Microfinance though it has given good return... may be re-invest this money into Bajaj Finance Or Reliance Capital or Motilal Osawal.

 

Good Decision , Avoid IT Stocks

Dairy products : Heritage Foods , Umang Dairy (JK Dairy )
Textile : Vadhman Textile Ltd ( VTL)
Banking : Karnataka Bank & IDFC Bank

 

This helps me a lot!. Thanks you so much for your suggestion RAMA Sir!

 

Shree Pushkar Chemicals - Conference call updates ... Keep watching.. This can run up like Thirumalai Chemicals ...

Management confident, capacity expansions and Blue Sign certification... Very positive in this counter.

 

Fresh Investment : LT Foods (bought @ 55), PNB Housing @ 1050
Increased Investment : Granules, PI Industries, Manapuram Finance
Exited : ICICI Bank

 

Today's buy

- RBL
- Akshar Chem
- Sunil Hi-tech
- indo count

 

I like Akshar the most... Added to existing holding

RBL re-entered.

The other 2 - new names

 

Small Cap Diversified Portfolio for Long Term (Min 5-10 years).(Total I have 24 scripts in my PF).
Overall PF is in green with 40% Appreciation in 2 Years.
Now I want to make this PF to max of 15 stocks only but i am not able to decide on those 9 stocks to be removed from PF.
Script - Holding percent
BHAGERIA INDUSTRIES -14.5(Got it by appreciation- almost 3x-X is investment amount )
STYLAM INDUSTRIES -11.6(Got it by appreciation - almost 3x)
NATIONAL FITTINGS -9.3(Got it by appreciation- almost 2x )
MUTHOOT CAPITAL SERVICES-5.7
GIC HOUSING FINANCE LTD-5.5
STOVEC INDUSTRIES LTD-4.3
VADILAL INDUSTRIES -4.1
PRESSMAN ADVERTISING -4
PONDY OXIDES & CHEMICALS -3,2
CORAL LABORATORIES -3.2
DHANALAXMI ROTO SPINNERS -3
NILE LTD-3
HESTER BIOSCIENCES LTD-3
AMRUTANJAN HEALTH CARE -2.5
AKSHARCHEM (INDIA) LTD-2.5
ASAHI SONGWON COLORS LTD-2
SHILCHAR TECHNOLOGIES LIMITED-2
ASSOCIATED ALCOHOLS & BREWERIE-2
CAPITAL TRUST LTD-2
PRIMA PLASTICS LTD-2
IG PETROCHEMICALS LIMITED-2
THE BYKE HOSPITALITY LTD-2
ULTRAMARINE & PIGMENTS LTD-2
BHARAT RASAYAN LIMITED-2


PS : I want to keep my top 5 Holdings as it is in the PF and want to romove 9 scripts from the remaining 19 scrips in the PF.

Experianced boarders like Rama Murthy Sir,Kharb/G_One/Farhan Ghumra, Pls guide/advice on trimming this portfolio and your views are welcome.


Goal : Every Investment should have some goals and i have goal of 100 % Appreciation in 5 years on overall PF.

 

1. Piramal Ent 2 Shiva Cement 3 Centrum Capital 4 VIP Garments 5 L&T Finance 6 JSPL 7 IDFC Bank .