As a very new investor with 6-7 years of experience in the market, the last two years was unemployed, relying solely on investing for earnings. Fortunately, the market was in an uptrend, and I reaped the benefits.
My investing style is quite simple. While I understand the world of numbers, what’s most important to me is common sense. With common sense, I make most of my decisions.
My framework is simple and doesn’t need to be followed every time:
- Opportunity size
- Valuation
- Entry at the start of the theme
My portfolio:
- Arvind Fashion: 7.24%
- Barbeque Nation: 5.66%
- Edelweiss: 8.77%
- Niyogin: 10.65%
- Nuvama: 6.10%
- Polycab: 22.17%
- Shilpa Med: 6.92%
- Sunteck: 10.60%
- Transpek: 5.16%
- Brand Concept: 15.52%
- Indigo: 6.00%
All the entries were made very early, except for Niyogin, Barbeque Nation, and Transpek. The rest have been held for 3-6years.
Any changes will be updated thank you
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