Totally agree, I see TAM is big for wine industry in India, Company get more than 50% of the revenue only from one state, which means there are 27 other states to capture. However I feel the point that company has to educate the consumers.1% of the total alcohol market is wine in India, if the whole market needs to grow , someone needs to spend heavily in promotions and advertising, opening of new vineries can help till an extant only, you can’t open vineries in every state (due to climatic condition) , opening tasting rooms can work but company seems to be too slow in it, management is distributing around 60% to 70% in the dividends, while if you want to grow , this money should be aggressively used in expansion. I tried putting my views about management and how confused it looked in the concall at different points in detailed youtube video. I have pinged it in my x profile.

X – @amitsinghpal

Hi, this is my first post in any of the VP forums. This thread has caught my attention all day and I have tried to replicate the Google Sheet. After almost getting there, I felt that the following method may be much easier and faster.

Although, it doesn’t take care of the Daily volatility, which is being accounted by you.

1.Screener Nifty SmallCap 250 page
2.Export the data into excel capturing with 1 yr return and 6 months return
3.Add 1 yr return plus 6 month return and filter it in descending order

The list as on today(13.10.24) looks like this.
|1|GE T&D India|
|2|Inox Wind|
|3|Godfrey Phillips|
|4|Anant Raj|
|5|BASF India|
|6|Techno Elec.Engg|
|7|Motil.Oswal.Fin.|
|8|Newgen Software|
|9|Multi Comm. Exc.|
|10|Netweb Technol.|
|11|Himadri Special|
|12|Jubilant Pharmo|
|13|PCBL Ltd|
|14|PTC Industries|
|15|Kaynes Tech|
|16|Garden Reach Sh.|
|17|Nuvama Wealth|
|18|SignatureGlobal|
|19|NBCC|
|20|Bombay Burmah|
|21|Glenmark Pharma.|
|22|Suven Pharma|
|23|KFin Technolog.|
|24|Piramal Pharma|
|25|IFCI|

Only Eris was at a surprisingly odd 60th Rank in this list, whereas Eris entered your list today. Rest all were within 25. Since we are anyways giving equal weightage to all the stocks, it will not make much of a difference. But I am very curious to see how Eris got into, is it because of very low volatility?

thanks!

@Keyur_Joshi Not sure how I missed your question.

I started this pf in Dec 2022. My performance since then has been XIRR of 76.6% as of last weekend.

Anantraj – One way of doing that is to relax the rule on Worst Held to a lower rank. In this pf, I drop a stock if it falls below 30. If the same is changed to 35 or 40 or 2x (50th rank), then you could reduce the churn.
I will always recommend to not go against the system. If needed, change the system, but try to follow it all the time.

I have asked a question on another thread as well(Smallcap one)…
Here as well, is it possible to share return since you started.

There is a curious case of Anantraj… Its pain to see that Anantraj dropped a lot & so moved out of portfolio, but it may appear again in next week as it is still going strong. How to handle such situations? Is it possible to not drop it at all. (May be I try to eat the whole cake or not going by system, but thats the human nature … )