Hitesh portfolio

Hi Hiteshbahi,
Hats off for such a good analysis. While building up a portfolio for long term and specially those who are unable to absorb big swings in their overall portfolio value, I think , one needs to have a few compounders like Asian Paints, Pidilite, Nestle etc. But as you said, definitely you will have to pick those up when there is extreme pessimism in the market or price of the script is depressed because of a bad quarter or other adverse news flow. But the real test is holding those for a long time. It’s extremely difficult to hold your position when it remains range bound for a year or so , and most of the market analysts advise you to sale.I bought Pidilite in 2014 at an avg. price of INR 350.00 and now it’s 15% of my portfolio. There is no movement of the stock price during the last one year ,when a few of my stocks have gone up by 50-60 % during last 5-6 months. Now, Pidilite is getting into paint business. They have excellent network of distributors in the related field and if they can capture 5 to 10% of the market then turnover and earnings will shoot up. What’s your view? Regards, Samir Ghosh.