Thanks, most of my portfolio is similar to what it used to be. Yes I weeded out some trash. Still have some left…approx 3% of portfolio…will keep weeding them out…
Remaining 97% looks somewhat like below. There are many at sub optimal percentage levels but could neither weed them out as I still like their business nor could scale them up at right time because of lack of required capital…
| Company | Percentage | Holding Period |
|---|---|---|
| Tata Consumer | 14.5 | Long |
| ITC | 12 | Medium |
| Pidilite | 8 | Long |
| Marico | 8 | Long |
| Trent | 7 | Medium |
| HDFC Life | 6.5 | Long |
| Godrej Consumer | 6.5 | Long |
| Midcap IT (LTI, LTTS, OFS, Tata Elxsi & Mphasis) | 6 | Medium |
| United Spirits | 4 | Medium |
| Dabur | 3 | Long |
| Asian Paint | 2.5 | Medium |
| Nestle | 2.5 | Medium |
| Avenue Supermarts | 2.5 | Medium |
| Britannia | 2.5 | Long |
| HDFC AMC | 2 | Medium |
| SBI Life | 2 | Long |
| United Breweries | 1.5 | Medium |
| Johnson Controls Hitachi | 1.5 | Medium |
| Agro tech Foods | 1.5 | Long |
| 3M India | 1.5 | Medium |
| Hitachi Energy | 1.5 | Medium |
So, among all the turmoil in last few years, my Portfolio earlier used to be FMCG super heavy (still it is) but major changes that have survived the recent weeding out have been –
- Gradual scale up of Tata Consumer
- Addition of ITC
- Addition of Midcap IT
- Addition of Retail – Trent & Dmart
- Addition of Consumer discretionary – United Spirits, United Breweries & Asian Paints
- Some scale up of Financials (non lending) – HDFC Life, SBI Life & HDFC AMC
Disc: Invested & Biased. Not a buy/sell recommendation. Post only for academic purposes and learning. I can be wrong in all my assessments. Not eligible to give any advice.
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