Yes, this reshuffling of portfolio should be done when perticular stock has weightage >20% of portfolio.
Thanks
Posts in category Value Pickr
Long term investment strategy (Buy, hold but don’t forget) (26-11-2023)
Raymond – The Complete Man (26-11-2023)
Real estate is the only new business they have ventured into off-late. Engineering business is something they have for a long time. If you see the history, they have tried few other businesses like steel etc and have come out of it.
Family issues are concerning but there have been no major corporate governance issues for past few years. Bringing in outside (family) professionals to run different entities was a good move in improving corp governance. They have been very transparent since past few years
Raymond – The Complete Man (26-11-2023)
Textiles and apparels have many new areas in themselves like fast fashion and others to crack. The focus might have gone there instead of completely different businesses.
Further, for me so much of churning in business model is a big no no. Plus corp governance issues with all the complications happening on promoters front also a big challenge. Many easy opportunities available in the market.
Long term investment strategy (Buy, hold but don’t forget) (26-11-2023)
@Pragnesh thanks for sharing this.
I would sell/trim a particular share which has become a significant portion of my portfolio (like 20%) and will put it in some stable place (like nifty 50 index/liquid bees). I will later increase my holding in some other stock based on valuation.
I would do this because this one share creates to much fluctuations in my PF
CCL Products (26-11-2023)
Another coffee maker, Vintage Coffee. A small cap. The management changed hands. Since then, it has been securing orders from Russia, Latin America and the South East Asia. It is still very expensive, but the financials are improving.
Is it time we called it a turn around case?
In fact, I had invested in the stock initially in Feb 2023. It tumbled from that level. Then when its rights came, I sold the original holding.
CAGR expectation and experience (26-11-2023)
With the method Sahil has shown on Twitter, you can only calculate the XIRR for YTD of current year or XIRR since inception. For calculation since inception, you need to download all trade books from Zerodha of each FY and append them sequentially. Only thing you need to take care is don’t put the starting value of investment on top. However once you have all years tradebooks at one place, I guess you can calculate the XIRR for any time period with some help of Excel formulas.
Investing Basics – Feel free to ask the most basic questions (26-11-2023)
- SSL → 5,95,369 Shares of Sigma Solve Inc. at Rs. 46.9046 each = 279.26Lkh
Source – source, AR 2023
~ i am Assuming the price of SSL shares would not change ~
The Total Value in H1 Financial Report for Investment in Subsidaries should increase by 188Lk but it dosen’t? But yes there is no outflow from CFI realted to Investment in Subsidiary.
pls lmk if i missed smth or you have answers to the Query?
Phantom Digital Effects Limited (26-11-2023)
Have you factored in the impact of AI?
Pricol limited – OEM automotive (26-11-2023)
On 4 wheels, it’s still a work in progress since their JV with the foreign partner ended in 2019. On 2 wheelers, I think they are just following the market forecasting where it is predicted that till 2030, EV 2 wheelers will have better growth than any other EV categories…
Axita Cotton – is it a Hidden Gem? (26-11-2023)
We need t investigate why?
However, the bigger aspect we need to identify is that does it have economy moat? A competitive advantage?
I think this could be an issue because right now AC might be able to produce Bio friendly cotton but it is not something other Cos cant do or achieve in near future. And in company ANnual report itself, its mentioned that they face competition from other firms due to Bio Friendly cottons being costly in price.
That could be the reason why AC is not on VPs’ investment radar. Please feel free to correct me.