Happy New Year!!
Here is the latest portfolio
Sr. No | Company | Sector | Capitalisation | Alloc % | Rationale |
---|---|---|---|---|---|
1 | HDFC ASSET MANAGEMENT COMPANY LIMITED (XNSE:HDFCAMC) | Financial | Large Cap | 15% | Financialization theme |
2 | GODAWARI POWER AND ISPAT LIMITED (XNSE:GPIL) | Metals | Small Cap | 15% | Cyclical debt free & Value |
3 | OLECTRA GREENTECH LIMITED (XNSE:OLECTRA) | Automobile | Small Cap | 13% | EV theme |
4 | HCL TECHNOLOGIES LIMITED (XNSE:HCLTECH) | Technology | Large Cap | 9% | Coffee Can |
5 | AVENUE SUPERMARTS LIMITED (XNSE:DMART) | Services | Large Cap | 7% | Long-term retail play, debt free |
6 | DR. LAL PATHLABS Limited (XNSE:LALPATHLAB) | Healthcare | Mid Cap | 6% | Coffee Can |
7 | DEEPAK NITRITE LIMITED (XNSE:DEEPAKNTR) | Chemicals | Mid Cap | 6% | Growth |
8 | ABBOTT INDIA LIMITED (XNSE:ABBOTINDIA) | Healthcare | Mid Cap | 5% | Coffee Can |
9 | ASTRAL LIMITED (XNSE:ASTRAL) | Chemicals | Mid Cap | 5% | Coffee Can |
10 | PSP PROJECTS LIMITED (XNSE:PSPPROJECT) | Construction | Small Cap | 5% | Asset Light business in construction |
11 | GATEWAY DISTRIPARKS LIMITED (XNSE:GATEWAY) | Services | Small Cap | 4% | Promising sector for future |
12 | ADITYA BIRLA SUN LIFE AMC LIMITED (XNSE:ABSLAMC) | Financial | Mid Cap | 3% | Financialization theme |
13 | LAURUS LABS LIMITED (XNSE:LAURUSLABS) | Healthcare | Mid Cap | 2% | Growth |
14 | Fsn E-Commerce Ventures Ltd (XNSE:NYKAA) | Services | Mid Cap | 2% | Growth |
15 | HDFC BANK LIMITED (XNSE:HDFCBANK) | Financial | Large Cap | 2% | Coffee Can |
Stocks | |
---|---|
Top 5 | 58% |
Top 10 | 85% |
Top 15 | 98% |
Market Cap | |
---|---|
Large Cap | 32% |
Mid Cap | 31% |
Small Cap | 36% |
Sector Split | |
---|---|
Financial | 21% |
Metals & Mining | 15% |
Services | 14% |
Automobile | 13% |
Healthcare | 13% |
Chemicals | 11% |
Technology | 9% |
Construction | 5% |
Defensive | 22% |
---|---|
New Age/Theme | 15% |
Investing Objectives –
Return of Capital
Beat BSE Sensex in terms of CAGR
Beat FD returns
Reach 15% CAGR
Beat MF(direct) returns (21.8% Vs 20.1% CAGR)
Changes -
• Sold off BSE Limited after change of CEO announcement in July 2022
• Sold off DSP Healthcare MF units completely in January 2023 due to personal needs
Notes -
- PF is down by 5% in Calendar Year 2022 following great returns of 62% in 2021
- 2023 has been another good year in terms of returns in direct equity. The portfolio 1 Year returns are 43% and beats Sensex (19%) & NIFTY 500 (25%)
- Overall CAGR since inception (Feb 2018) is just above 20%
- Direct Equity: MF stands at 77:23 & Equity: Debt stands at 68:32
- I have intentionally stayed away from stock market most of the time after July 2022 to focus on my new job & subsequently increase my investible corpus
- What investing in stock market has helped me is to think clearly to understand the drivers that determine bottom-line/desired target state, appreciate the process than outcome, understand core human nature, appreciate time - I am understanding & investing in myself more now
- Studying annual reports of clients have become a pre-requisite for me before engaging with them to get a good overview about them
- I strongly believe equity investing is one of the safest & fastest ways to achieve Financial Independence given you have a sound temperament & process aligned to your goals
- I’m glad I stumbled upon this forum, it helped me not only to understand different thinking patterns but also refining my thoughts by way of journaling
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