@raj_shrikhande – Thank you for showing Interest in my Portfolio…
I am sad to Inform that my father passed away on 1st May ’23. He had to be hopitalised multiple times in March/April last year and finally in May he breathed his last. He being retired Govt employee did have health Insurance but hospital did not allow cash-less admission and advised to pay in cash and claim Insurance later.
Because I had to arrange lot of cash, I sold most of myself and my wife’s portfolio stocks in the month of Feb-March in panic. Sometimes later, I sold mutual fund investments also. So, from Feb end to May 2023 end, I did not think of stocks etc as I was with my father and then performing his last rites / 13-day rituals etc.
From June 23, I slowly started about my investment again. I did not know where to start – should I buy again the same stocks that I sold? but I decided to restart with fresh mind…
Our Valuepickr forum is my 1st Teacher. My modus operandi 
– whenever I come across any company discussion here, I put that company through Screener.in – my 2nd Teacher – and check every section and then open Investor presentation / concall transcripts etc.
Also, I am following this website of Association of Mutual Funds India – amfiindia.com which releases the list of stocks traded in BSE and NSE with average marketcap of last 6 months:
https://www.amfiindia.com/research-information/other-data/categorization-of-stocks
I downloaded the file of July-Dec 2022, just to glance through stocks and mark those companies which I am interested in – with my eyes on market capitalization – it gives a sense of how big or small the company is w.r.t others around it!
My Wife’s Portfolio Stocks
Mahindra & Mahindra
My wife did not allow me to sell as she is passionate of the stock.
CG Power & Industrial Solutions
Murugappa group. Power / Railways theme at the time of buying – now into semiconductors.
Motilal Oswal Financial
Financialization theme. Brokerage/wealth management/AMC/Home Finance. Hopeful of Value unlocking via demerger etc.
BLUESTARCO
Under-penetration of AC in Indian Households. Company has ambition of getting into developed markets.
Narayana Hrudayalaya
Retained from previous portfolio as I am hopeful of long term growth.
Neuland Laboratories
No FDA Issues so far. Focused and young management. It’s a valuepickr influenced stock.
Ethos Ltd
Replacement for TITAN. Wife was not ready to sell TITAN at all, but I somehow convinced her.
Wonderla Holidays
Unique Business. Conservative management with excellent capital allocation strategies.
Stanley Lifestyles
Rarest of the rare case! – Got Allotment in IPO!! Listened to management in TV interviews. Felt him to be passionate and careful of capital allocation.
My Portfolio:
Varun Beverages → Thanks to Ishmohit Sir
KPIT Technologies
Apar Industries
Triveni Turbine
Newgen Software → Thanks to Ameya Sir @Finstor85 from X
Techno Electric & Engineering
Rategain Travel Technologies
Gabriel India
Healthcare Global
Pricol → Thanks to Ishmohit Sir
Dynamatic Technologies
Shaily Engineering → Thanks to @phreakv6
Shilchar Technologies
Samhi Hotels
Sandhar Technologies
S J S Enterprises
Jash Engineering
Alicon Castalloy
Note: I have written a line or two for my Wife portfolio stocks as we are convinced of the stocks and hopeful of long term holding. This portfolio is more or less done – except for M&M as I am more biased towards smallcap/midcap stocks.
But my portfolio has become QSQT ie Quarter se Quarter thak
I have been doing lot of churning in my portfolio. Some of the stocks I bought and sold Include Zomato, Solar Industries, Policy Bazar, Tejas Networks, Ramakrishna Forgings etc. Sold SJS and bought it again! There is confusion in my mind about growth v/s valuation etc. I need some more time to construct my portfolio. I have decided to give 2 more quarters i.e till Fy 24-25 end. I still have some cash with me from insurance reimbursement etc.
I Thank fellow Valuepickers
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