Hello Everyone,
This is Vishagan, working as a senior consultant with 11 years of experience in IT. I have been reading investment related books since 2017 & managed to find a cashflow model that helps me to maintain the healthy financial position to my advantage.
To talk about my investment journey, as an individual chasing financial freedom in early 30’s.
Investment books I read to arm myself with knowledge.
Here is my equity portfolio:
I’ll start sharing my rational decision behind the investments in upcoming days. To start with
NATCO is the biggest holding in my portfolio: when i started accumulating this stock, The operating profit margins (OPM) contracted to 13.5% in FY2022 from 29.5% in FY2021, primarily due to write-downof large Covid-19 inventory and provisioning of credit losses amounting to Rs. 282 crore. Adjusting for the write offs, the OPM remained healthy at 28.0% in FY2022.
I thought this was an One-Time write off and accumlated it.
Please feel free to share your views on my holdings, as an amateur investor i’m open for constructive feedbacks.
*Disclaimer: My views are not recommendations.
| Subscribe To Our Free Newsletter |
