Hello Sunil – PAT positive and DHRP status is a dream but by then mostly the ‘multibagger’ status would be gone. I look for good/unique product/entry barrier/smart management and go for it, prefer a solid brand to mitigate risks.
Oyo is good bet, don’t know much about Goodluck defence and aerospace, anything on this space is turning platinum, but stay watchful with the pits.
Date: 29th Feb 2024 portfolio update
Short update: I did nothing (mostly). Just wait and watch.
Actions in Feb 2024: Averaged in COAL INDIA, given there’s valuation comfort for me. Also, certain expected growth triggers like a nod from govt regarding coal gasification (thanks to @1957 for giving depth to this topic), the company bagging RE projects, looks interested in getting involved in critical mineral exploration (e.g. in AUS).
Here’s my current portfolio:
| Stock name | Weight % | Avg P/E | Profit / Loss | IRR | Action |
|---|---|---|---|---|---|
| TATA INVEST CORP | 9.8 | 27.5 | 329% | 189% | |
| MOST 100 ETF | 9.1 | 19.8 | 50% | 32% | |
| TIPS LIMITED | 9.0 | 20.6 | 161% | 82% | |
| TITAN | 7.9 | 47.2 | 105% | 29% | |
| BANK BEES ETF | 7.3 | 13.4 | 27% | 18% | |
| BAJAJ FINANCE | 6.5 | 22.5 | 29% | 11% | |
| COAL INDIA | 6.5 | 5.7 | 65% | 135% | Added more |
| IRCTC | 6.0 | 26.9 | 151% | 56% | |
| INDIAMART | 4.5 | 51.7 | 8% | 36% | |
| NARAYANA HEALTH * | 4.4 | 24.0 | 45% | 71% | |
| PIDILITE | 4.4 | 57.2 | 42% | 16% | |
| DIXON | 4.3 | 43.9 | 167% | 95% | |
| ASIAN PAINTS | 4.2 | 47.1 | 7% | 8% | |
| VARUN BEVERAGES * | 4.0 | 46.5 | 97% | 66% | |
| TATA ELXSI | 3.8 | 34.0 | 78% | 58% | |
| IEX | 3.0 | 15.1 | 162% | 18% | |
| AMARA RAJA * | 2.3 | 14.0 | 25% | 58% | |
| WONDERLA * | 1.8 | 30.0 | 4% | 31% | |
| PHANTOM VFX * | 1.3 | 24.3 | 34% | 46% |
*(asterisk) signifies <1 yr holding period.
Disclaimer: I am neither a financial nor a SEBI registered advisor. The content shared here is only for learning purposes. So please use your discretion to make any buy/sell decision and not use the above as a recommendation.
Hello ValuePickrs,
I am new to this forum and new to stock investing. I would like to share my portfolio and plans in this thread. Inputs welcome.
I have got an initial capital of 50k INR in my AngelOne account, and have invested about 34k INR over the last 2 weeks. I am looking to do a custom SIP, with a monthly budget of around 15k-20 INR. The plan is to buy on days the market is down.
As of today, my portfolio consists of 5 stocks and I’m looking to cap the count around 10. The following is a snapshot of my portfolio:
Portfolio Theme
These stocks have been selected after going through their latest con-calls and investor presentations. Some other stocks on my radar include Kamat Hotels (hospitality) and Kovai Medical Center (healthcare). The healthcare related positions might undergo some reconsideration this week, given the Supreme Court’s notice to implement standardization of charges.
Top up Strategy
I have been logging my XIRR daily and looking to meet 30% over the long run. Daily XIRR logs also help me detecting days/weeks where the market might have over corrected. The rationale here is that I have picked stocks that are going to give me at least 30% returns in the next 12 months, and days where I’m behind the run rate are days where my stocks are undervalued. Of course, I would double check the systematicity of the drawdown on a given day, but the base case is that I would back myself of having chosen quality stocks and dips are opportunities to buy rather than risks of catching knives.
Fellow ValuePickrs, do let me know what you think about the portfolio and strategy. I will update my portfolio as and when I alter positions and share a monthly performance report.
Voldemort Bro – My portfolio is a mixed bag, doing ok, nothing exceptional.
Safety Portfolio:
Reliance ( 40%)
Reliance Jio (48%)
Hindustan Copper ( 11%)
HDFC Bank ( 1%)
Thank you for the detailed answer sir. Your answers to questions also comprises of past, along with what we are asking, as you have rich experience, not just in terms of years but w.r.t participation too, thereby providing us with a broader perspective, as you talk about a lot of names, and this list expands.
I am certain you have many memories of your big winners, right from their origination of thoughts to their exits, which is more than enough to write a book, a book, which will be a compelling case study of multibaggers in Indian context.
‘Diamonds in the mist’ – How to identify future multibaggers, dovetail the journey, and exit before the avalanche.
As always, couldn’t just leave with a like, when you have allotted your time more than everything else, explaining things in detail, which gives a lot clarity.
Thank you very much.
I am reading those which have chance of listing in a year or at least 2 years.
We don’t know Bira and CSK will even get listed or not.
Taking small position in OYO, the company turned it’s PAT positive last 2Q for the first time since pandemic.
OYO has a massive wealth creation opportunity if execution goes well and no unprecedented situation like COVID happens.
Took tiny position in Goodluck Defence and Aerospace as well, but there we don’t know which year the business will get listed.
I am unable to get this query answered, Please do get in touch with Altius.Can Dm my contact if you require
Nothing big @Pravin_Kumar – I am a bit into undiscovered opportunities in unlisted markets as It will give us enough time to accumulate what we want … Also, The rise in price seems very artificial to me, Broker created in other words. if the price reduces Which is unlikely, I might reconsider. Until then, I am good tracking other unlisted opps
Voldemort
Anyone on this group exploring Oyo, Bira or CSK?
It would be double SPA , one would be institution and the buyer ( platform) and the other one would be the buyer (you) and the seller would be the platform.
I am not sure if you would get NSE below 4350-4400, while its a fantastic long term bet, in the short term, might make sense to bide for certain supply to kick in and price cooling off. Flip side, supply doesn’t come.
Price is going up by the day, i missed the bus at 4k.