Stocks I am going to invest in sips - Need advice

Hello guys

I am a new investor. After losing some money in the past few months and doing much research, I have narrowed down on the following 32 stocks. Will be doing a sip of 6k-8k/month in each stock over the next 6 months.

I request you guys to give me compelling reasons to weed out some of the not-so-good ones. If you offer counter suggestions, pl give your reasons.

Investing surplus cash only. Looking at long term - 10+ years and only topping the good performers(quarterly results) every quarter after the initial sip seed period is over.

LargeCap Peace Treaty
HCL Technologies
Maruti Suzuki
Asian Paints
Lupin Ltd
HDFC Bank Ltd
Indusind Bank Ltd

Midcap Magicians
Glenmark Pharma
Ajanta Pharma
Amara Raja Batteries
Supreme Industries
Relaxo Footwears Ltd
Kajaria Ceramics
Ultratech Cement
LIC Housing Finance

Smallcap Sizzlers
TV Today Network
Aarti Drugs
Granules India
Shilpa Medicare
Atul
Aarti Industries
NIIT Technologies
Persistant Systems
Hexaware Technologies
V-Guard Industries
Finolex cables
Eveready Industries
Genus Power Infrastructures
Atul Auto
Nesco
Cholamandalam Finance
Pincon Spirits
UPL

 

You will invest 8000 per month in each stock ? means 256k in a month ? What is your time horizon ?

 

yes... I am looking at investing 15lac over next 6 months. Time horizon is long term. 10-15 years.

 

In my opinion 10-15 years is too long a horizon . Nobody can really predict how the markets or stocks will behave in such a long duration. I suggest you invest with a 3-5 year view, and review periodically. I really cannot comment on individual stocks but I can give you a piece of suggestion which may help. India is 1.2 billion country and has lot of consumers. Hence focus on the consumers. All the best.

 

Thank you And yes, while I am looking at 10+ years, I will be reviewing periodically, especially considering I am taking bets on some smaller companies too...

 

your idea of investing small amounts is a great idea. it will guard your portfolio against volatility.
i would like the following. dont buy beyond 8 -10 companies.

LargeCap Peace Treaty
Asian Paints
HDFC Bank Ltd
Indusind Bank Ltd

Midcap Magicians
Ajanta Pharma
Amara Raja Batteries
Relaxo Footwears Ltd
LIC Housing Finance

Smallcap Sizzlers
TV Today Network
Granules India
Shilpa Medicare
V-Guard Industries
Cholamandalam Finance
Pincon Spirits

 

Could you explain why? I have seen this advised quite a lot.

My theory is if one firmly believes in the future of "30 good companies", it is better to distribute investment in all of them. Better chance finding couple of 100 baggers within "30 good potentials" compared to finding it in "10 good potentials". No? Would like your views.

 

@ Vij Sir ,

your budget and planning :
6-8 thousand Rupees per month for 6 months in 32 stocks
1) Rs.8000 * 32 stocks = 2,56,000 per month
2) Rs. 2, 56 , 000 * 6 = Rs .15,36,000 (Total Investment ) aprox.
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My suggestion is better SIP continue for 3 years invest every month ,
1) Reduce your portfolio size to below 25 stocks

2) Portfolio : Total 25 Stocks

Large Cap :
1.TCS ( IT Sector) ------ My choice
2.Maruti Suzuki (Auto)
3.Asian Paints (Consumer Products)
4.Lupin Ltd (Pharma)
5.HDFC Bank Ltd (Bank /Private)
6.Indusind Bank Ltd (Bank /Private)
7.LT (Capital Goods) .... My choice
8.Hind Uni Lever (FMCG) ---- My choice
9.Reliance Industries (Oil) ---- My choice

Midcap :
10.Glenmark Pharma
11.Ajanta Pharma
12.Relaxo Footwears Ltd
13.Kajaria Ceramics
14.Ultratech Cement
15.LIC Housing Finance
16.SKF India (Bearings) ----- My choice
17.Britania (FMCG ) ------ My choice
18.Rallis (Agro chemicals) ----My choice
19.NMDC (Metals / Mining) ---- My choice

Smallcap :
20.TV Today Network
21.Shilpa Medicare
22.Hexaware Technologies
23.V-Guard Industries
24.Atul Auto
25.UPL

Allocation :

1) Large cap stocks :
Every month investment in each stock in Large cap : Rs. 2500
Every month Budget : Rs. 22,500 /-
36 months : Rs. 8,10,000

2) Mid cap Stocks :
Every month investment in each stock in Mid Cap : Rs. 1000
Every Month Budget : Rs. 10,000 /-
36 Months :Rs. 3,60,000 /-

3) Small Cap :
Every month investment in each stock in Small Cap : Rs. 800
Every Month Budget : Rs. 4,800 /-
36 Months :Rs.1,72,800 /-

4) Gold Units :My Choice
Every Month Budget for Gold Units traded in NSE (GoldBees / RelGold ) : Rs. 5361 /-
36 Months : Rs. 1,93,200

Total : 15,36,000 /-

ALL THE BEST SIR ....

 

Thank you for the suggestions

3 years investment distribution? Is it because you think the current stock market negativity could extend beyond 1-2 years?

 

yes sir, world stock markets and also indian conditions are also not good sir , so i suggested you to invest 3 years ..

 

I support Mr. Ram's view ... My personal advise would be, please wait for atleast a couple of months from now & then take a call as the amount you are planning to invest is huge ...

A Must See Article ... Please do watch the video of Dale Davidson ...

https://thesovereigninvestor.com/exclusives/80-stock-market-crash-to-strike-in-2016/

An analysis based on charts ...

https://www.profitconfidential.com/s...ow-were-on-the-verge-of-a-stock-market-crash/

 

@ ssgeethan ji ,
Thank You Very Much.... Valuable information
There is no problem for 3 years SIP i suggested ....

 

the problem with owning 25-30 stocks is that you have follow these 30 companies very closely. which is very time consuming. investment results will be better if u own 8-10 good conviction stories than you own 30 stocks you like. owning 30 stocks dilute your overall returns.
but every one has there on invt. strategy. so you can follow whichever you thinks right.

 

I was hoping that we are closer to the bottom - Nifty 6600-6800.

Even if the bottom is at 5700 levels, history proves that Stock markets don't crash over a long extended period, do they. They do so in max 6 months. The process has probably started 1.5 months back(if not before) and I was thinking even if they would crash further in the next 2-3 months and then be rangebound for the next 3 months, I would still have finished my sips and be primed for the recovery.

Its impossible to time the bottom and go all in. or maybe I'll take the middle path and sip it over next 1 year.

What if I have equal preference for 30 stocks. The "thought of dilution with more" happens under the massive assumption that one has picked the best stocks.

 

Vij
I was also looking for some ideas like you.now your thread gave me automatically some answers.

 

You may see Challa sir's thread too.he gives some good stok ideas.I am new here and now reading more and writing less.Hope i will get some very good stock ideas from this forum.
I am also looking for some good advisory. Lets see.

 

//only topping the good performers(quarterly results) every quarter after the initial sip seed period is over//

Very good idea... No need to have a concentrated PF of few stocks... It is better to have 36 stocks and concentrate on Quarterly performance of them than daily roaming around many forums looking for Multibagger recommendations.... All the Best Mr.Vij

 

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