Thankfully, my last 10 yrs XIRR is > 24 pc ( I started investing in 2014 )
Last 2 yrs have been exceptionally kind ( XIRR > 30 pc )
Most of the portfolio gains pre – COVID were led by Bajaj Finance ( I bought at split adjusted price of 300 and exited at 2700 before the COVID fall ), Zydus Wellness ( made a 5 X on it ) + Steady compounding in Dabur, Marico, GCPL, HDFC twins, Nestle ( from 2014 -20 ). In those days, I used to own 15-16 stocks at a time ( because I used to feel far more comfortable with FMCG stocks )
Post covid gains have been led by Piramal Pharma ( up 3X ), Laurus Labs ( up 4X ), Neuland Labs ( up 8X ), Wockhardt ltd ( up 3X ), RPG Life ( up 4X ), Ami Organics ( up 2X ), Royal Orchid Hotels ( up 2X ), Garware Hi Tech ( up 2X ), Glenmark Pharma ( up 2X ), KVB ( up 2X ), Aditya Vision ( up 2X ), Narayen Hrudalaya ( up 2X ), KIMS ( up 2X ) and some more ( that I don’t remember off hand )
Basically – it has been a very rewarding journey
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