portfolio advice required

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by VALUE INVESTER, Apr 10, 2015.

  1. VALUE INVESTER

    VALUE INVESTER New Member

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    hello friends,
    i have following stalks in my portfolio.
    please advice me to restructure it.

    Script name Average cost No of shares Other

    Acrysil 287 5 (cost free after profit booking)
    Cera 821 11
    HSIL 165 30

    JBM auto 220 100
    Lumax auto tech 338 30
    Atul auto- 405 40
    Gabriel 32 50 cost free

    Ashok alco chem 134 100
    Dhanuka 440 10
    PI indust 261 10

    Bliss GVS phar 101 100
    Astec life 126 40
    Pochiraju ind 71 300
    Granules 81 220
    Shilpa 887 15
    RPG life 126 100
    SMS pharma 483 25
    Marksans pharma 27 200 cost free
    Suven life 203 70
    Natco pharma 2232 10

    Intrasoft tech 235 50
    Vaibhav global 770 14
    Mayur uniliq 356 20
    Astra microwave 139 90
    D-link ind 156 50

    Bajaj finsev 1310 12
    PTC finanace 50 200 cost free
    Can fin home 627 40
    Repco home fin 635 16
    DCB 112 100

    Fluidomat 256 40
    NBCC 839 13
    Suzlon 26 400
    Va tech wabag 428 14
    GPPL 78 30
    Technocraft ind 228 50

    Tree house 236 20
    Take solution 96 40 cost free
    Axis cades 225 50
     
  2. VALUE INVESTER

    VALUE INVESTER New Member

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    My view of investment is long term only.
     
  3. saurabh.dwivedi

    saurabh.dwivedi Member

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    Just an observation:
    your portfolio contains more than 30 stocks, please try to reduce it to around 10-15 stocks so that you can monitor them easily.

    another point is related to sizing , if you allocate too little capital to a great idea it wont have much impact on your portfolio.
     
  4. Meenakshi Razdan

    Meenakshi Razdan Administrator Staff Member Moderator

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    Hmmm .... I can count 39 stocks in the portfolio. You have arranged them systematically, sector-wise. Each sector has numerous representatives. The Pharma sector has 10 stocks.

    The choice of stocks is good. I can't spot any that is in the danger zone.

    The question whether one should have a diversified portfolio or a concentrated portfolio is a personal choice, depending on the investor's personality. Peter Lynch, for instance, had as many as 200 stocks in his portfolio. He was able to monitor all of them successfully.

    The advantage of a diversified portfolio is the downside protection that it offers. The disadvantage is that you lose focus and buy stocks indiscriminately, without proper regard to its fundamentals.

    So, I think you need to ask yourself the basic question whether you are comfortable with so many stocks in the portfolio or not. If the answer is 'yes', leave it alone. If the answer is 'no', choose the leaders in each sector and merge the other stocks into that.
     
  5. Anita

    Anita Member

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    You can find the details(Ratings which are generated by software, google "eqaxscore" and find the ratings for any stock) that how a perticular company is fundamentally strong to invest.
    I think fundamental analysis is the only way to make consistent (and very handsome) profits in stock market. So stocks should be bought for long term based on company’s fundamentals and valuations.
     
  6. bholu

    bholu Active Member

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    All I can say is that monitor the results of these stocks, not all but certainly the micro-caps...the financial year results are coming up...also add more financials, if you have money
     
  7. aditya_ravipati@yahoo.co.

    aditya_ravipati@yahoo.co. New Member

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    D-link india i think will be a multibagger in your portfolio....keep an eye on that stock...right now its going side ways but i see good future for that stock..
     
  8. jacobvacha

    jacobvacha New Member

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    @vijaya
    kindly advice of the sofware you refered

    thanking you
    jacob
     
  9. VALUE INVESTER

    VALUE INVESTER New Member

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    thanks to meenakshi mam and all of you for valuable replies.

    as u see my >50% holding belongs to microcap, because like most of u i believe this growth momentum will continue for at least 9 yr. it will results all small cap companies will become at least mid cap.

    vijaya, i m also trying to see eqaxscore rating.
    at present mostly i also use moneycontrol/ screener.in for assessing valuation of company.
    simply P/E ratio and low debt to equity ratio are two parameter which mostly i see.
    i also see continuous profit making company and its product profile / clientage.
    i also prefer to invest in company with low FII/DII prenetration.


    i m restructuring my portfolio on your advice to somewhat around 25 and will post next week.

    Pharma exposure is more because i m from medical background.
    Before investing in any pharma company company, i see it product profile and its scope.
    Simply i m trying to search future sun pharma. if i could do it will simply make me successful investor.
    among pharma stalk i have invested, i also advice to all of you to keep radar on RPG life/ pochiraju.
    These are having huge scope. i will also increase my holding, once their result start improving.

    Thanks again for suggestions.
     
  10. saurabh.dwivedi

    saurabh.dwivedi Member

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    Hi Value Investor,

    Can you elaborate this statement more , what oppurtunity you see for RPG life/ pochiraju
    << i also advice to all of you to keep radar on RPG life/ pochiraju.
    These are having huge scope>>.
     
  11. Anita

    Anita Member

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    @jacobvacha
    Google "Eqaxscore" for website. My friend suggest me this site for stock information.
     
  12. bnmehta007

    bnmehta007 An ardent investor in Indian Stocks.

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    Riding on too many horses. Companies are good but you should stick to not more than 20 or at max 25 Companies.
     
  13. VALUE INVESTER

    VALUE INVESTER New Member

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    hi friends
    after your suggestion i have revised my portfolio.
    will keep on revising and further adding more.

    My present portfolio


    Script name Average cost No of shares Other

    Cera 821 11
    HSIL 165 30

    JBM auto 220 100
    Lumax auto tech 325 50
    Atul auto 436 50


    Ashok alco chem 134 100
    Dhanuka 305 25

    Bliss GVS phar 101 100
    Pochiraju ind 67 400
    Granules 81 220
    Shilpa 887 15
    RPG life 126 100
    SMS pharma 483 25
    Marksans pharma 27 200
    Suven life 203 70
    Natco pharma 2232 10


    ADC ind comm 381 100
    Astra microwave 129 90
    whirlpool of india 802 25

    Bajaj finsev 1324 12
    PTC finanace 55 400
    Can fin home 667 65

    Fluidomat 256 40
    NBCC 839 13
    Suzlon 26 400
    Va tech wabag 428 14
    Technocraft ind 242 75

    Tata elixie 1332 20
    Axis cades 225 50
     
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