Long term investment strategy (Buy, hold but don’t forget)

Hi @Amit_Paul

Thanks for remembering me​:joy:. Yup am doing excellent as of now, its 45X on PF in last 4 years, from March 24, up close to 45% now.

Hits Kalyan, AB Fashion, Force, moderate gains in rest of stocks (20-80%)

Exits: Narayana Hrudalaya (-4%) brand concepts (150%)

New entries Piccadilly agro, Samhi Hotels

Kalyan Jeweller ( 24%) 450% gains
Force motors ( 8%) 700% gains
Aditya Birla Fashion ( 25%) 30% gain
Aditya Birla Capital ( 9%) 100% gains
Tata power ( 3%) 25% gains
AGI Green ( 3%) 225% gains
Arvind Fashion ( 6%) 60% gains
Sanghvi Mover ( 3%) 20% gains
LT Food (3%) 90% gains
Thomas Cook (2.5) 100% gains
Wockhardt ( 7%) increased bet size

New

Piccadily agro 3% ( testing waters)
Samhi Hotels 3.5 % (accumulation)

Trading positions

1. Swelect Energy
2. Ion exchange
3. PVRINOX
4. Rushil Decor
   5 BHEL
   6 LIC Housing
   7 Suzlon
   8 watech vabag
   9 Gulshan Poly

I am bit cautious on markets now as froth is building everywhere. Main killer in last 3 months was AB Fashion which was a losing position and gained from 208 levels to 330 in 4 month, capital allocation at 208 was close of 35% of PF with highly leveraged position, cashed out gains on 50% and converted remaining to delivery, playing on upcoming demerger as i feel post demerger valuation will rise to 500 levels.

Kalyan and force are real star, its nonstop for Kalyan, thanks to initial capital allocation of 20% despite its rise of 5.3 X from May 23, it still around 24% amid surge in other portfolio stocks, diluted 10% to shift capital in wockhardt. Still planning to hold this for 1000 as titan is shaken now by kalyan hence MF FII loyalty is shifting.

I am avoiding all Cap goods, Defence, Semi conductor stocks for now and all PSU basket, BHEL is exception as i still finding value in it.

Samhi Hotels looks interesting bet from risk reward perspective.

Water is next theme to invest, Ion exchange, EMS, Va tech wabag and Jash are good choice.

Cautious outlook on markets post budget as lot of churn will take place from hot sectors, consumer focus might come back due to political setback for BJP in last elections.