Been a long time since the last update - have shifted countries and jobs. Made a ton of mistakes including completely ignoring equities once the downturn started leading to bad exits (Lincoln) or not exiting stocks at the right time (Laurus Labs). Want to make it a habit of tracking my portfolio monthly - as of now the goal is to have 90% of India PF as long-term positions and 10% to chase positional/momentum ideas. Also want to exit the stocks marked ‘Exits’
Not really planning to share any rationale unless someone is interested - the plan is to more maintain a journal for myself
Portfolio as of 27th Dec 2023
Category | Stock Name | Allocation | % Change |
---|---|---|---|
Long - Term | POLYCAB | 9.7% | 494% |
NEULANDLAB | 6.1% | 92% | |
TATAPOWER | 6.1% | 48% | |
FLUOROCHEM | 5.2% | 21% | |
GRAVITA | 4.9% | 80% | |
ICICIBANK | 4.8% | 6% | |
APLAPOLLO | 4.7% | 22% | |
NH | 4.5% | 48% | |
RACLGEAR | 4.4% | 90% | |
SWSOLAR | 4.1% | 21% | |
AARTIIND | 3.9% | 16% | |
MASTEK | 3.4% | 7% | |
RELIANCE | 3.0% | 11% | |
KPITTECH | 2.8% | 107% | |
TIPSINDLTD | 2.6% | -4% | |
TITAGARH | 2.5% | 75% | |
IEX | 2.2% | -1% | |
JBCHEPHARM | 2.1% | 19% | |
MAYURUNIQ | 2.0% | 5% | |
PRICOLLTD | 1.9% | 14% | |
LAURUSLABS | 1.8% | 2% | |
JUBLINGREA | 1.5% | 19% | |
SHBCL | 1.4% | 4% | |
INTELLECT | 1.0% | 5% | |
AVANTIFEED | 0.6% | 0% | |
NIFTYBEES | 0.6% | 4% | |
Positional | NCC | 4.6% | 11% |
PRAKASH-T | 2.3% | 14% | |
DEEPAKFERT | 2.1% | 1% | |
Exit | GLOBUSSPR | 2.3% | -13% |
LUXIND | 0.8% | -24% |
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