Suggestions requested for my portfolio

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by ssharma, Mar 28, 2015.

  1. ssharma

    ssharma New Member

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    I would like to know suggestions thru this forum. Wanted to restrict the portfolio to app. 10 stocks but eventually had to increase for diversification.

    Sintex 16%
    Relaxo 12%
    Repco 12%
    Page 9%
    Motherson 9%
    MCX 6%
    Arvind Mills 5%
    Cummins 5%
    Ashiana 4%
    Shilpi Cables 3%
    Gruh 3%
    United Spirits 3%
    Dhanuka 3%
    Fortis 3%
    Kitex 3%
    South India Bank 2%
    DCB 1%
     
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  2. Meenakshi Razdan

    Meenakshi Razdan Administrator Staff Member Moderator

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    I think it is quite a good portfolio. There are five rate sensitive stocks with 21% allocation. There is one Pharma/ healthcare stock with 3%. There is one capital goods stock with 5% allocation. The auto-component and agri sector are also in the portfolio. The bulk is made up of consumer related stocks. These are also from different segments. Most of the stocks are secular growth stories.

    If you want to tinker then perhaps DCB and South Indian Bank can be merged. But you can also leave it as it is because there are not too many stocks in the portfolio.
     
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  3. ssharma

    ssharma New Member

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    Thanks Meenakshi.

    Between DCB and South India Bank what do you recommend?

    Is it OK to accumulate more of Sintex, Repo and Relaxo?
     
  4. Meenakshi Razdan

    Meenakshi Razdan Administrator Staff Member Moderator

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    Well, everyone seems to be very bullish on DCB Bank as per this article:

    https://rakesh-jhunjhunwala.in/why-dcb-bank-is-a-potential-100-bagger-stock-motilal-oswal-explains/

    The stocks of Sintex, Repco and Relaxo are also well known and well managed companies. I don't think long-term investor has anything to fear about in these quality stocks.
     
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  5. ssharma

    ssharma New Member

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    Your advice on DCB was great. They have given very good result and stock is also up.

    Do you have any views on Shilpi cables
     
  6. Guru Vachaal

    Guru Vachaal Let's discuss the fundamentals..

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    Sharma ji,

    You must also tell your investment goal and timeframe so that boarders can suggest you which stock you should keep or sell.

    In simple words we are expecting you to tell us that how much you want to earn in how many years or month or days ? :)
     
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  7. ssharma

    ssharma New Member

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    My investment time horizon is long term. Wish is to get returns of 20%+ CAGR
     
  8. Meenakshi Razdan

    Meenakshi Razdan Administrator Staff Member Moderator

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    I think it is a very sensible and prudent approach. 20% CAGR is achievable in long-term portfolio containing a basket of good stocks of the type chosen by you..
     
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  9. ssharma

    ssharma New Member

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    In last 3 months, I have done some tweaking in my portfolio; have come out of South India Bank, Arvind, United Spirits, Shilpa Cables and Ashland Housing. Have added Nandan Denims, Mayer uniquoters and Rain Industries.

    I am looking for suggestions in terms of:
      • Addition and deletion of stocks
      • Reducing / increasing exposure in existing stocks

    Relaxo 15.2%
    Sintex 14.9%
    Repco 9.9%
    Motherson Sumi 8.9%
    Page 8.7%
    DCB 7.5%
    MCX 6.1%
    Kitex 5.6%
    Cummins 4.6%
    Mayur Uniquoters 4.1%
    Gruh 3.7%
    Fortis Health 3.4%
    Rain Industries 2.7%
    Nandan Denim 2.7%
    Dhanuka 2.1%
     
  10. stockguru

    stockguru Active Member

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    You do not have any holdings in the IT sector. Is there any reason that you are avoiding IT companies ? One more thing I noticed is that your entire portfolio doesn't consist of even one large cap stock.
     
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  11. ssharma

    ssharma New Member

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    1. Don't' want to put all eggs in one basket - I work in IT company :)
    2. Next couple of years looking for major kick on the portfolio hence no large cap.
     
  12. stockguru

    stockguru Active Member

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    Working in an IT company and holding shares of IT company are two fundamentally very different things. If the companies decide to reduce the headcount of it's employees it maybe harmful for the employees but beneficial for shareholders as it means reduced costs, You do have to consider that your portfolio would be more volatile as you have number of high beta mid cap stocks. Although the quality of companies that you have chosen are excellent it can be very volatile as well and on both sides up and down.
     
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