Good to see a few of my portfolio companies’ presence (15 out of 25 portfolio companies) in this year’s Motilal Oswal wealth creation study (2017-2022).
APL Apollo Tube
Asian Paint
Bajaj Finance
Bajaj Finserv
Deepak Nitrite → top 5 fastest wealth creator
Dr Lal Pathlabs
Jubilant Foodworks
Kajaria Ceramics → Volatile earning but still outperformed benchmark by wide margin
P I industries
Pidilite
Relaxo
TCS
Titan
Varun Beverage → Bought recently
Vaibhav Global (Mentioned in report, but did not make it as last 5 years CAGR is only 37%
I am a bit lucky to have these multibaggers in my portfolio since the year 2019. And no wonder why my direct stock portfolio 4 year CAGR is north of 22%. No idea how long this dream run will continue, anyways I am hoping for the best:) Won’t be surprised if Polycab and Mold-tek packaging shows up in the next couple of years wealth creation study. Will continue to hold these companies as long as earning remains consistent, and does not show significant volatility. As per their study, volatile earnings is actually a recipe for major underperformance. This is the primary reason why I sold IDA recently.
As now financial and services are showing some growth so I am pinning my hope on Mas Financial/Bajaj Finance/Finserv for next year’s outperformance.
Happy investing…
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