Hi guys, Sorry for the very bad my portfolio above. I would love to take the opportunity to present my portfolio in a better and presentable manner.
My background.
I am 18yrs old and I did my 11th and 12th from open schooling. During that period form 16yrs of age I was introduced to the market. I have been introduced to investing for last 1.5yrs.
My first priority is to build some skill so that I can a have cash flow in future ( Eg: gave my CFA level 1 exam on November 18th and meanwhile doing my graduation as well) that is the reason I don’t hold in depth understanding on many companies I buy.
My goal at least for the next 2yrs is to get a return more than 12% to 15%. My first priority is to not loose money than making money because my focus is investing not adequate to aim a higher return.
There are 4 category I made out of the companies I have invested.
- Companies I understand or understanding
- Buying companies with decreasing margins and increasing sales.( In these companies I have a very basic knowledge and I use value picker to understand them further)
- News based or event based expected in future
- Pure technical.( mostly reversal)
Below is my current portfolio.
There are a few double entry because of me buying them in different account.
Category 1 for me is – YESBANK, IDFC BANK ( one of my previous post I said it is 4% of my portfolio with an average price of 40. Sorry for the wrong information there. As of today it is 4.2% with an avg price of 49.57. I don’t intend to take it above 5%), SUZLON( understanding this company and intend to buy more), RACLGEAR
category 2 – MANAPPURAM, GPIL, INDIAMART, AMARAJA(was expecting good q2 and price levels were decent)
category 3 – NMDC(Bought on 5/8/2022 when volumes were extremely high), DEEPAKFERT(I keep buying and selling this stock. Had a larger position here. Accumulating now once again) , DISHTV
category 4 – PEL( This is also a recent buy), IEX, AB CAPITAL( very recent buy will buy more at 130),PASUPTAC( did a mistake here bought it at 30 but did not sell when it was at 55. Exiting slowly now)
The rest of the stocks don’t fit in any of these category and were bought earlier when I was introduced to investing. I am exiting them slowly with loss.
I have been achieving my target returns for last 2yrs and confident of achieving them for the next 2yrs as well.
Why am I sharing this?
I would love to take some input from the experienced investors as to how can I manage my portfolio when that is not my fist priority but still want to be invested.
Would love the view of everybody on the stock I hold and suggestion on how should I go forward.
THANKYOU
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