| Instrument | Avg. cost | LTP | % Allocation |
|---|---|---|---|
| TATACONSUM | 793.76 | 893.55 | 18% |
| CHOLAFIN | 1211.33 | 1155.9 | 14% |
| COALINDIA | 237.08 | 314.5 | 8% |
| NTPC | 239.43 | 234.6 | 7% |
| ETHOSLTD | 1257.74 | 1662.7 | 6% |
| MAPMYINDIA | 1082.28 | 2086.1 | 6% |
| SJVN | 33.98 | 69.63 | 6% |
| ZENTEC-BE | 779 | 705.05 | 5% |
| ARE&M | 648.16 | 631.6 | 4% |
| TATASTEEL | 127.28 | 119.15 | 4% |
| TVSMOTOR | 1533.56 | 1609.3 | 3% |
| MAYURUNIQ | 562.02 | 526.55 | 3% |
| MOIL | 270.65 | 235.15 | 3% |
| INDOCO | 338.24 | 323 | 3% |
| DEEPAKFERT | 691.95 | 636.25 | 3% |
| NLCINDIA | 137.88 | 135.45 | 2% |
| NMDC | 123.5 | 155.9 | 2% |
| HINDCOPPER | 158.32 | 143.2 | 1% |
| NATIONALUM | 96.3 | 92.05 | 1% |
| CCL | 650 | 625 | 0% |
A portfolio that is currently in Churn and has been for the last few months. I have tried to take advantage of the extended bull run of the last few months.
But now am looking to Stabilize at around the current one. Have not included Cash of about 10% in the above.
Ever since COVID, I attempted to have a portfolio of around three buckets.
Capital Protection (CP): Mostly PSU Dividend players and a few frontline stocks (40% Allocation)
Capital Growth (CG): Bucketed around Industrial/ Cap Goods and Retail/FMCG (40% Allocation)
Momentum: Play the Flavor of the season and try to earn a solid 10-20% in a few months.(10-20% depends on cash I keep in hand)
Rationales:
Tata Consumer (CG): I discussed this earlier in another thread. Apart from the mainline tea and coffee business which are slow growers, the rest of the businesses such as Nourishco, Soulfull, and Sampann are in growth mode but to reach a sizeable contribution of sales and profits would take at least 3-5 years. If the company maintains current trends and keeps adding market share and volume growth in the new brands, I will look to hold for a long time to come. I hope to add another 3-5% to this if it cracks meaningfully on the downside.
CHOLAFIN(CG): Solid Promoter Background. Good growth in vehicle financing and they are adding new triggers. In hindsight have bought at the top. I guess will have to suffer time and price correction here.
COALINDIA(CP): Purely for dividends. Did not expect this level of price to shoot up in a short period. The overall outlook remains robust though and if it is able to improve production consistently on an annual basis with decent prices then I do not see the need to sell.
NTPC(CP): The same, play is purely on power sectoral growth. The trigger will be when they demerge the green energy play next year. Wait and Watch Mode till then.
ETHOSLTD(CG): Known story**.** Play on Premiumization. In hindsight allocation is poor. Need to rectify if markets fall and take up to 10%.
MAPMYINDIA(CG): I am circumspect about this one. Though have made tremendous returns in a short while. Mostly will be in Watch mode and look to sell if a negative trigger arises.
SJVN(CP): Again, much discussed stock. Negatives here are execution and recent problems in Sikkim and Arunachal due to dams.
ZENTEC-BE(Momentum): Pure Momentum Play. Company execution is paramount here. Will most likely exit a loss if markets crack further.
ARE&M: Really conflicted on this one. Looks and feels really cheap if they get going on the Lithium Battery side.
NMDC and NLC are again small plays in dividend mode. Though NMDC I have played many times before the demerger also.
What I want to Buy:
CCL Products: Had this on the watchlist and in small quantities forever. Did not press the trigger many times. Serious Omission here.
Sold Recently:
BSE: Buy at 600 Approx and Sell at 1620 – was 10% of the portfolio.
NMDC Steel: Got it as part of the demerger.
Now look for the forum regulars and seniors to provide criticism and suggestions on this. @phreakv6 @Mudit.Kushalvardhan @hitesh2710 @Donald
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