@Rajesh_Singh Sir, How do you see the recent announcements regarding changes in business activities by Sonalis? Completely new trajectory?
Posts in category Value Pickr
PNC Infratech Ltd (19-10-2024)
(post deleted by author)
Manappuram Finance (19-10-2024)
Motilal Oswal report states that the ban lifting may take 6 to 9 months… Let’s see
NetWeb Technologies (Supercomputing?) (19-10-2024)
Netweb – Q2 Investor presentation.pdf (3.9 MB)
Another strong quater for Netweb.
Rajeesh’s Portfolio (19-10-2024)
The plan is to have SIP in these stocks and rebalance (if needed every quarter) and I plan to go full throttle in investments
Right now, I have a rough view on individual net worth
- Equities – 60%
- MFs – 20%
- Gold – 15%
- Debt (PFs, PPF) – 5%
- Cash – 5%
At the age of 29 (turning 30 this year), I am having higher exposure in equities, the higher risk which i will reduce post mid 30s, I have good enough run way I suppose
My immediate goals are getting married (A spend i have to bear)
1 individual house in my hometown
1 car
A simple business in my hometown by late 40s
Fingers crossed,
Rajeesh’s Portfolio (19-10-2024)
So I took some hard calls during this time by incorporating all of the advices I received. I ended up starting SIP in SBI contra fund (15k), Helios Flexicap (20k), Quant smallcap (15k), HDFC gold fund (15k)
Then I ended up fixing my portfolio a little bit as well, as I was explaining and I sold off all my non convicted stocks and broke my portfolio into 2 cohorts
- A core portfolio of 20 stocks
- A satellite portfolio of 10-15 stocks based on Naked trader strategy which is managed by smallcase by Windmill capital
Even within the core portfolio i am planning to siphon off Indus towers and Bharti Airtel
This is my Core portfolio
- Amara Raja
- BEL
- BLS
- Samhi hotels
- CDSL
- Electrocast
- Infosys
- Jio financial services
- LT foods
- Tata motors
- Tata Steel
- Trent
- Zomato
- Zaggle
- Natco pharma
- Varun Beverages
- United spirits
- ITC
- Bharti Airtel
- Indus towers
Man Infraconstruction Limited – From Ports & Civil Infra to Real Estate Development (19-10-2024)
Recently entered seems like a great company. Have couple of questions
- Did the management comment on operating margin of US projects ?
- While management overall looks great. Did anyone find any red flags on management?
ZEE Entertainment – Large Cap M&E (19-10-2024)
mostly technical, it is at a good support
at this point of time, there are very few opportunities in good support at multiyear levels and ZEE ticks here.
Last time this worked for me was in Johnson Controls-Hitachi (in March 2024)