I did a long pending exercise…seems had been very casual and avoiding the hard work but words of @hitesh2710 made me dig deeper into this. I always wanted to check stock level CAGR for my portfolio, especially over different major time frames that I purchased them. This was primarily because I purchased same set of stocks at various levels over last few years and averaged up most of the time.
I must say I was positively surprised by the result. Pls note that the CAGR is in no way an indication that these stocks are good and would give similar CAGR in future. Also, these numbers are no indication of my portfolio CAGR as that is dependent on numerous factors like losses booked in stocks that were weeded out, allocation levels in existing and sold stocks, CAGR of sold stocks, current losses in some 1% holdings which I have excluded etc. (I have reasons to believe that overall, at Portfolio level, my CAGR would be around 15% only)
This is just an exercise for purpose of self-learning, deepening understanding of simple investing technique that I try to follow, understanding how individual stocks in my portfolio have performed, how staggered investing in same stock has performed, which stocks have not performed for me and reflect upon the why!
This is in no way a recommendation or endorsement of any stocks as any high CAGR can plunge anytime in short span and a low CAGR can increase anytime as well. Any CAGR over any timeframe can be misleading and not indicative of true returns that stock can give us as true returns depends on numerous factors and not just one. I am not eligible for any advice.
| Company | Percentage | CMP | Buy Price(s) | Holding period in Years (Approx, Average) | CAGR (Approx) | CAGR (Approx) | CAGR (Approx) |
|---|---|---|---|---|---|---|---|
| Tata Consumer | 15 | 950 | 150, 250, 600 | 10, 3, 1 | 20.27 | 56.05 | 16.55 |
| ITC | 11 | 455 | 170, 200 | 3,2 | 38.84 | 50.83 | NA |
| Trent | 9 | 2870 | 500, 750, 1000 | 3,3,2 | 79.05 | 56.41 | 69.41 |
| Pidilite | 8 | 2570 | 500,600, 2000 | 8,8,1 | 22.71 | 19.94 | 28.5 |
| Marico | 7 | 535 | 100, 270 | 10, 3 | 18.26 | 25.6 | NA |
| Midcap IT | 6.5 | NA | NA | 3, 1 | NA | NA | NA |
| Godrej Consumer | 6 | 1045 | 350, 550 | 8, 3 | 14.65 | 23.86 | NA |
| HDFC Life | 6 | 675 | 350, 450 | 6,3 | 11.57 | 14.47 | NA |
| United Spirits | 4 | 1070 | 550, 600 | 3 | 24.84 | 21.27 | NA |
| Nestle | 3 | 24600 | 15000 | 3 | 17.93 | NA | NA |
| Dabur | 2.5 | 550 | 250, 400 | 8, 3 | 10.36 | 11.2 | NA |
| Avenue Supermarts | 2.5 | 2050 | 4050 | 3 | 25.48 | NA | NA |
| Asian paints | 2.5 | 3220 | 1100, 1500, 2000 | 5, 3, 2 | 23.96 | 29 | 26.89 |
| Britannia | 2.5 | 4960 | 1000 | 8 | 22.16 | NA | NA |
| HDFC AMC | 2.5 | 3030 | 2000, 1700 | 3, 0.6 | 14.85 | 216 | NA |
| SBI Life | 2 | 1460 | 700, 750 | 6, 3 | 13.03 | 24.86 | NA |
| United Breweries | 2 | 1700 | 900 | 3 | 23.61 | NA | NA |
| Agro Tech Foods | 2 | 850 | 550, 500 | 8, 3 | 5.59 | 19.35 | NA |
| Hitachi Energy | 2 | 4790 | 1200 | 3 | 58.63 | NA | NA |
| 3M India | 2 | 31500 | 18000 | 3 | 20.51 | NA | NA |
All above figures are approximate, many out of my memory and I can be wrong in any or all of these numbers.
Disc: Invested & Biased. Not a buy/sell recommendation. Not eligible to give any advice. Post only for academic purposes and learning. I can be wrong in all my assessments.
| Subscribe To Our Free Newsletter |
