RR 2030 Portfolio

Brief Background:

Dear VP members, I have been a silent learner of this forum since early 2015 and have benefited from the knowledge & wisdom shared by its esteemed members. I have experience working in Renewable Energy, Electric Vehicles, Automotive, Pharma, FMCG and Food & Beverages industries. I believe these to be the investing domains where I can further build my knowledge apart from new exciting ones (such as Defense, eCommerce, IT/ITES.

Objective of this Thread: I have followed multiple investing strategies since I first started investing in 2010 and have received decent above market returns. But, I have ended up with a zoo-full of stocks of all hues and colors. I am in the process of rebalancing to a concentrated portfolio and will post my rationale for selection/entry/exits for feedback/comments from fellow members.

Investing Strategy: In the past, I have been investing in large cap blue chips (Tata Motors, ITC, Dr Reddy’s, ICICI Bank, Asian Paints, etc), midcap compounders (PI Industries, CDSL, etc) and few risky bets which are now out of the portfolio. My portfolio churn has been very low, even in times of euphoria or doom & gloom. While this is good for long term investing, but it also means that I have lost in cyclical plays (such as Motherson Sumi, where I have been through peaks of 2018, 2021 and troughs of 2019 & 2022 without any gains). For my RR-2030 portfolio, I aim to follow fundamental analysis for selection of stocks and technical charts for entry & exits, and I do not claim to be adept in either.

Portfolio Returns Expectations: I have averaged between 10%-12% CAGR while following a mix of investing strategies highlighted above. Now, I am in a position to take a more aggressive approach and hence I am targeting 26% CAGR returns for the next 7 years with an aim to quadruple it by then. I have factored in one recession and one bull run in the Indian market while arriving at this target return rate.