Portfolio.xlsx (5.2 KB)
Hi Everyone,
I have decided to finally start dabbling in stocks directly and keep my portfolio updated on quarterly basis. My investment rationale is influenced mostly by Chuck Akre & Terry Smith. For finding companies to invest in, I like Akre’s 3 legged stool approach of “Great businesses, talented management and high reinvestment rates.” and after finding company to invest in, I like Terry Smith’s approach of “Buy quality, Do not overpay, Do nothing.”
While these are easier things to say than to put in practice. I have made one personal rule of not putting less than 3% in single stock on cost basis and not diversify to more than 20 stocks. I will keep adding more capital and hence portfolio will keep diversifying but this is start of my portfolio which I have started in 2024.
Any suggestions or questions are welcome. And I would also like to thank @harsh.beria93 & @gurjota for their portfolio threads which have helped me immensely in finally finding courage to start investing as a retail investor.|Column 1 | Column 2 | Column 3 | Column 4|
|— | — | — | —|
|Company | Allocation | Thesis | |
|Kotak Mahindra Bank | 17.76% | Consistent performer available at reasonable price. Has long runway for growth. Strong subsidiaries. | |
|Power Grid Corporation | 17.22% | Monopoly in power distribution + attractive dividend yield + reasonable growth | |
|Narayana Hrudayalaya | 17.15% | Healthcare provider with good track record and long runway for growth | |
|Infosys | 16.14% | Largecap IT with high cashflows. Excellent track record with consitent dividend & Buybacks | |
|Mahindra & Mahindra | 15.92% | Dominant launches. Absolute star performer in SUV segment. | |
|Natco Pharma | 15.82% | Unique business model with strong balance sheet. Company is diversifying in other areas and markerts. | |
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