You are absolutely right and the cricket analogy is perfect. I am actually trying to build another pf with just big hitters 
. I actually had some great stocks but sold them to repay a loan and become debt free. Don’t know if it was the right decision because some of those stocks are now 5x. (persistent systems, bse, elecon engineering, abb and BEL to name a few). But no point regretting; need to start again.
Posts tagged Value Pickr
Reviving an old journey post retirement (12-04-2024)
Indostar Capital Finance Limited (12-04-2024)
What’s Working For Indostar Capital Finance? | NDTV Profit
What’s Working For Indostar Capital Finance
Suggestion on mutual fund SIP (12-04-2024)
Actually we can not say it as restriction because SEBI set capping on buying foreign equity and Parag Parekh fund’s buying of foreign equity is already heavy, that is the effect of capping and not the restrictions, I hope this might be helpful
Reviving an old journey post retirement (12-04-2024)
Your PF should be like a typical cricket team, where few stocks should be big hitters ( small caps), few all rounders (compounding stocks) and few defensive stocks (large caps). Looking at your current PF, you already have good mix of defensive and all rounders. Also few of your stocks like Zomato and Poonawala Fincorp can be the big hitters. You may need to add few more small caps first by using screener to filter and then using this valued forum to read qualitative information about those companies before buying them.
Indoco remedies (12-04-2024)
indoco didnt reach 2.2 PB during march 2020. unlikely it will reach now. please check screener data
Reviving an old journey post retirement (12-04-2024)
Thank you…ITC and ICICI Bank are around 10 percent of the PF at CMP. Rest are 5 to 6 percent. Zomato was just a tracking position but it is now almost 4x. Tata Motors, Tata Power and TCS are among the smallest holdings.
I intend to pass this portfolio on to my children and won’t do much tweaking till it is absolutely necessary. Your advice is beneficial since it suggests my thinking is right.
But, this portfolio is just around 40 percent of my intended investment in the market. I plan to invest at least 1.5 times more.
The real challenge now is to build a fresh portfolio with some aggressive bets. I have built some tracking positions and intend to have around 15 mid and small cap stocks in it by the end of this year. I will post it once it takes shape. This forum helps me get valuable insights into businesses that I have identified.
Grateful for your feedback.
Reviving an old journey post retirement (12-04-2024)
Not sure about % holding of these stocks. You have a good portfolio picked up at reasonable valuations. You will do pretty good even if you don’t do anything.
You can tweak here and there to get sector balance if you find that missing else just sleep over it unless a company valuation goes thru roof and you want to sell or biz fundamentals have deteriorated and needs exit.
Reviving an old journey post retirement (12-04-2024)
I read all the financial papers and websites, especially Moneycontrol, and follow discussions on this forum. I have plenty of time as I don’t work any more and use this spare time for reading whatever I can, including news and brokerage reports etc.
Reviving an old journey post retirement (12-04-2024)
Sir which are resource u used to read about Finance sector. Pls suggest name.
Suggestion on mutual fund SIP (12-04-2024)
I had invested in parag parekh but it underperformed the market for some time and then there were restrictions on buying foreign equity. Have the restrictions been lifted?