Netweb – Q2 Investor presentation.pdf (3.9 MB)
Another strong quater for Netweb.
Rajeesh’s Portfolio (19-10-2024)
The plan is to have SIP in these stocks and rebalance (if needed every quarter) and I plan to go full throttle in investments
Right now, I have a rough view on individual net worth
- Equities – 60%
- MFs – 20%
- Gold – 15%
- Debt (PFs, PPF) – 5%
- Cash – 5%
At the age of 29 (turning 30 this year), I am having higher exposure in equities, the higher risk which i will reduce post mid 30s, I have good enough run way I suppose
My immediate goals are getting married (A spend i have to bear)
1 individual house in my hometown
1 car
A simple business in my hometown by late 40s
Fingers crossed,
Rajeesh’s Portfolio (19-10-2024)
So I took some hard calls during this time by incorporating all of the advices I received. I ended up starting SIP in SBI contra fund (15k), Helios Flexicap (20k), Quant smallcap (15k), HDFC gold fund (15k)
Then I ended up fixing my portfolio a little bit as well, as I was explaining and I sold off all my non convicted stocks and broke my portfolio into 2 cohorts
- A core portfolio of 20 stocks
- A satellite portfolio of 10-15 stocks based on Naked trader strategy which is managed by smallcase by Windmill capital
Even within the core portfolio i am planning to siphon off Indus towers and Bharti Airtel
This is my Core portfolio
- Amara Raja
- BEL
- BLS
- Samhi hotels
- CDSL
- Electrocast
- Infosys
- Jio financial services
- LT foods
- Tata motors
- Tata Steel
- Trent
- Zomato
- Zaggle
- Natco pharma
- Varun Beverages
- United spirits
- ITC
- Bharti Airtel
- Indus towers
Shapoorji Pallonji Group’s Afcons Infra to float Rs 5,430-cr IPO on October 25 (19-10-2024)
Afcons Infrastructure Ltd, a part of the Shapoorji Pallonji Group, is set to launch a Rs 5,430-crore IPO on October 25, featuring both fresh shares and an offer for sale by promoter Goswami Infratech. The proceeds will be used for equipment, working capital, and debt repayment.
Man Infraconstruction Limited – From Ports & Civil Infra to Real Estate Development (19-10-2024)
Recently entered seems like a great company. Have couple of questions
- Did the management comment on operating margin of US projects ?
- While management overall looks great. Did anyone find any red flags on management?
ZEE Entertainment – Large Cap M&E (19-10-2024)
mostly technical, it is at a good support
at this point of time, there are very few opportunities in good support at multiyear levels and ZEE ticks here.
Last time this worked for me was in Johnson Controls-Hitachi (in March 2024)
Screener.in: The destination for Intelligent Screening & Reporting in India (19-10-2024)
Hi @kowshick_kk
Could you please indicate whether the stock is a large-cap, mid-cap, or small-cap company at the top? Additionally, it would be helpful to see at the same place if you can show the stock is included in any NSE or BSE indices.