My strategy is :
1 …Maximum stocks of my portfolio should hit >20% cagr over period of 5 yrs.
=If they continue to perform well, i will hold them for next 5-10 yrs or more.
2…Those stocks who have given less than 20% cagr over 5 yrs duration, i will reassess them .I will give them atleast 3-5 yrs before exiting.
As on may 2024, my XIRR return was 31.22%(dividend is not calaculated).
A…12 stocks had given 30-60% cagr return
-Kei
-L t foods
-Grauer
-Pitti
-Beta
-carysil
-ion exchange
-Ganesha
-Anup eng
-Kpr mill
-Ice make
-kaka ind
B…3 stocks had given 20-22% cagr return
-Pix
-Racl
-Stylam
C…5 stocks had given less than 20% cagr return.
-Hindware
-Mold tek pack
-Astec
-Apcotex
-Paushak
A…Astec, Apcotex and Paushak
Out of 5 stocks, 3 stocks(astec, apcotex and paushak) are down due to chemical industry headwinds.So i will wait for industry turnaround.
B…Moldtek pack
-Here ,i will wait for next 1-2 yrs for its pharma and ABG meight work for growth triggers
C…Hindware
I may wait for 1-2 yrs for
-Pipe business
-Restructuring
-Exiting from few loss making business lines
-Frankly speaking, i dont know, should i still trust this management about their continuous guidance about exiting from loss making businesses and good performance ahead.
-Hindware is worst performer of my portfolio but i am still invested due to its brand image “hindware”.
-I am firm believer of long term investment(5-10-15 yrs)
-Uptil now, i stayed invested in most of stocks since 2017
-Let’s see, whether my strategy remains same or change in future
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