Date: 1st April 2024
Short update: I did nothing (mostly). Just wait and watch.
Actions in March 2024: Averaged in PHANTOM VFX.
Here’s my latest portfolio :
| Stock name | Weight % | Avg P/E | Profit / Loss % | IRR % | Action |
|---|---|---|---|---|---|
| MOST 100 ETF | 9.8 | 19.4 | 52% | 32% | |
| TIPS LIMITED | 8.4 | 20.6 | 140% | 73% | |
| TITAN | 8.2 | 47.2 | 107% | 29% | |
| TATA INVEST CORP | 7.7 | 27.5 | 234% | 162% | |
| BANK BEES ETF | 7.4 | 13.3 | 27% | 17% | |
| BAJAJ FINANCE | 7.3 | 22.5 | 42% | 14% | |
| COAL INDIA | 6.4 | 5.7 | 59% | 110% | |
| IRCTC | 6.1 | 26.9 | 159% | 55% | |
| PIDILITE | 4.9 | 57.2 | 57% | 19% | |
| DIXON | 4.7 | 43.9 | 184% | 96% | |
| INDIAMART | 4.5 | 51.7 | 7% | 35% | |
| NARAYANA HEALTH * | 4.3 | 24.0 | 41% | 57% | |
| ASIAN PAINTS | 4.3 | 47.1 | 7% | 8% | |
| VARUN BEVERAGES * | 4.0 | 46.5 | 90% | 61% | |
| TATA ELXSI | 3.9 | 34.0 | 79% | 57% | |
| IEX | 2.7 | 15.1 | 133% | 14% | |
| AMARA RAJA * | 2.1 | 16.0 | 12% | 24% | |
| WONDERLA * | 1.9 | 27.2 | 10% | 61% | |
| PHANTOM VFX * | 1.7 | 30.0 | 8% | 16% | Added more |
*(asterisk) signifies <1 yr holding period.
Here’s the return profile till 31st March 2024:
| Return till date | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|---|
| MY PORTFOLIO | 0.6% | 6.5% | 19.4% | 57.1% | 19.5% | 22.2% | 21.6% |
| NIFTY 50 | 0.5% | 2.9% | 13.2% | 31.1% | 15.1% | 14.4% | 13.5% |
| NIFTY 500 | -0.4% | 4.7% | 16.6% | 41.7% | 18.2% | 16.5% | 15.2% |
Note: 1/3/6M is in absolutes while the 1/3/5Y/SI is annualized. Inception date is 10th Nov 2016.
100 invested in my portfolio:
Few other pointers for FY24:
- FY24 portfolio churn rate: 11% (expected to it to stay <10% – so kind of a miss)
- FY24 average portfolio beta: 0.96 (expected it to stay around 0.8)
- Trailing 12-month avg. portfolio PE: 30.3
Disclaimer: I am neither a financial nor a SEBI registered advisor. The content shared here is only for learning purposes. So please use your discretion to make any buy/sell decision and not use the above as a recommendation.
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