Smart Sync Services articulated very well, detailed one on Dharmaj.
Posts in category Value Pickr
Mutual Fund Portfolio Review- Suggestions (19-06-2024)
I have been investing in MF for past 8 years now. The understanding about the MF investing has evolved during this time.
From regular MFs to Direct MFs.
From multiple # of MFs to a very few MFs.
From large cap MFs to index funds.
From funds with overlapping stocks to less overlapping.
From funds under one AMC to different AMCs.
Here is my current MF investment philosophy, it might/might not change again
- Value fund : I decided to go with Parag Parikh Flexi cap
- Growth fund : Small + Mid cap : SBI small cap and Axis mid cap
- Momentum fund : Quant Momentum fund
- Index fund : I decided to go with UTI nifty next 50 instead of going with Nifty index fund because the % of overlap between PPFAS and Nifty 50 was higher compared to nifty next50.
Few basic principles that I follow
- I avoid theme or sector based MFs.
- I also avoid investing from third party brokerage sites like Coin, Groww.
- On days and months like June 4 , 2024 or March 2020, I invest the through lumpsum before 2 PM.
I am still learning. I hardly sell (I lack the skill of selling)
Ishaan’s Longterm Portfolio (19-06-2024)
Hi, I know I have been inactive for the last 2 years. I just couldn’t get time to continue updating my portfolio here due to studies, work and other commitments. Now that I am working full time, I have enough time to update my progress here.
Coming to my Portfolio, there are no major changes. The Investment themes are still the same excluding a few minor changes here and there.
New additions are Zentech, Nuvama, Ideaforge and Kabra Extrusion. I wanted some exposure to Defence Equipments, specifically Drones and a direct participant in EV battery Manufacturing.
Nuvama is just a value buy. Given the SIP flows and growth in wealth of individuals, I see Wealth Management sector growing decently, I bought Nuvama during the Election Day crash. My average is below 4500, at this Price the PE was close to 19.
I will regularly update any changes here or reply to any questions or posts.
DCX Systems Ltd (19-06-2024)
In bulk deal buyer/seller will only get reflected if they buy/sell more than 0.5%.Till now no name so,may be 2-3 parties are buying together.Promoter is getting reflected because he sold more than 0.5%.
Delta Corp – A huge but risky opportunity (19-06-2024)
Major Relief for delta corp if the news is true.
DCX Systems Ltd (19-06-2024)
TBH it is a bit surprising & confusing. I will await further details & clarification from the company.
It is difficult for retail to absorb 7.5lac shares, 15lac would be near impossible.
DCX Systems Ltd (19-06-2024)
The buyer (if it’s bulk or block deal) should hv got reflected immediately or sometime it takes time to see in screener ( or in general 1 day lag ) , any idea ?
DCX Systems Ltd (19-06-2024)
I think he sold 15 lacs ? i see sell of 7.5 lacs at both exchanges.
Focus Lighting & Fixtures Limited (SME) (19-06-2024)
I appreciate your comments and concerns. But I would prefer to go by my own thumb rules and gut feeling. After spending many years in the market (and in micro caps mainly), I understood that I need to be comfortable holding onto any investment. In this particular case, I could be wrong in my assessment. I played it both ways in the past and this learning is from burning my fingers few times. So its better safe than sorry for me. In economy like India, there are so many opportunities, so why remain invested in company where one feels iffy. Thats just me. Needless to say, this is not an investment advice.
DCX Systems Ltd (19-06-2024)
1.Yes,Balance sheet in the results section will give you all the details
2.Yes,Assets increase will definitely give boost to revenue.
Only one doubt I have about the integrity of promoter
Last time he published the lockheed order on the day of bad results.Day before yesterday he published the order of 32 crores to boost the share price before doing bulk deal yesterday in which promoter was seller.Looks like he is posting to exchange about order book according to his requirements .