@neo13 Hello. There is no best time as the pf is rebalanced at regular intervals.
I have been adding money progressively over the last one year. My strategy has been to add money when I have surplus to invest.
As I allow the winners to run there are times when the allocation across stocks in the pf is very different. When I add money to the pf, my first aim is to balance the allocation across ones where the weightage is low. If there is any money remaining after that, I allocate it equally across the pf.
Posts tagged Value Pickr
Smallcap momentum portfolio (17-03-2024)
Investing Basics – Feel free to ask the most basic questions (17-03-2024)
Pe can’t be looked at in isolation. It should always be looked with the E trajectory.
Example: Varun beverages, starting Pe was 60 times when I looked at it. Post results it fell to 48x. Ttm multiples should only be looked at with your view on the E growth.
Sometimes there are one offs like impairment which impact the Earnings part temporarily. You have to normalise for that too.
On the other hand, sometimes there could be steep jump in earnings due to capex commercialising. Deepak nitrites Pe went to 70x +. Post phenol capex it fell to 10x.
Pe is useless if one doesn’t have a view on earnings
Ramit’s Portfolio (17-03-2024)
Update to portfolio:
Current volatility in the broad market, gave some opportunity to add to my current position as well as invest into some good ideas.
Exit: South Indian Bank
Entry: EIH and Prestige
Added: Bought more of everything except Arman Financials, Marathon, Pricol, ZenTec, and MCX.
Since my portfolio is still pretty new, I figured I’d give you a breakdown of how each investment is contributing to my overall returns instead of getting into the nitty-gritty XIRR details. Also, I’ve been a bit strapped for time lately, so I haven’t had a chance to write up detailed stock theses. I’ll try to carve out some time for that soon.
| Instrument | Allocation | Contribution to PF |
|---|---|---|
| NIFTYBEES | 26.95% | 91.97% |
| SENCO | 7.28% | 6.62% |
| NUVAMA | 6.47% | 27.02% |
| ARMANFIN | 6.06% | -47.90% |
| EQUITASBNK | 5.80% | -10.97% |
| JSL | 5.61% | 29.43% |
| PENIND | 5.02% | -17.34% |
| ZENTEC | 4.54% | 4.93% |
| ICIL | 4.59% | 7.90% |
| MANINDS | 4.53% | -1.95% |
| GOODLUCK | 3.98% | 16.34% |
| GPIL | 3.43% | -5.62% |
| SANDHAR | 2.60% | 2.48% |
| PRESTIGE | 2.92% | -8.07% |
| MCX | 2.76% | -5.04% |
| PRICOLLTD | 2.69% | 6.17% |
| Cash | 2.32% | 0.00% |
| MARATHON | 1.74% | 2.33% |
| EIHOTEL | 0.71% | 1.70% |
Disclaimer : The content provided here is not investment advice. It reflects solely my personal opinions, and I could very well be wrong about any of them. Before making any investment decisions, it is advisable to consult with your financial advisors.
Masanobu Portfolio : Track,Learn,Review (17-03-2024)
Godrej Agrovet is a cyclical play. It could benefit from an upcoming upcycle, but I am curious as to why you have invested in it since 2018 given its cyclical nature.
Also, I wish you the best of luck in your job search. I work in the tech industry and have seen several of my friends affected as well.
Praveen’s Portfolio (17-03-2024)
While this may be true, there’s no way to confirm that.
In addition to this, the earning performance needs to be tracked.
In Q3 Fy24, the management said that the drop in PAT because of increase in marketing expense ~8cr. This may also mean that the co. has cut down costs just before IPO to inflate the profit. So, we need to wait and watch how the earnings pan out in next few quarters.
Currently no plan to buy or sell. I may decide based on future earnings or price action or If I find any trigger
Disc: No Reco. Holding with ~2% weight
Praveen
Investing Basics – Feel free to ask the most basic questions (17-03-2024)
Simple u have to see the earing growth in future and past .then u will get the forward PE.
StageInvesting +Elliot Waves (17-03-2024)
Small Cap – Why It Is Time To Be Cautious
Look at the following chart of BSE Small Cap Index from 2008 onwards.
Look at the yellow and red lines at the bottom .
Whenever yellow line crossed the red line from up to down, we got a significant correction in the past – range of correction was different ( minimum was 20%) .
It has again happened in this month.How deep it can go , no one can tell in advance. But it is time to be catious.
These are just historical observations. May or may not play out again but as they say history does not repeat but it rhymes.
Also keep in consideration that the observation of a monthly chart take time to play out. They don’t work overnight.
DEV Information technology ~ A play on Low float & management change? (17-03-2024)
I used to work for TCS in 2013 at a government site. Even during those times, they could price oracle database licenses at a cheaper rate and beat TCS. Though the contract was not more worth 2Cr, but it spoke volumes about their execution.
Dev guys, during that time, had got the best Oracle database resources, which were paid well. Someone who were widely respected in the industry.
Even the freshers which they had hired, were quite passionate about their work. I had worked close with most of them and we used to do a lot of ‘trial and error’ together on servers and databases.
Slowly they started becoming talk of the town. They kept on hiring the best resources during that time. They were giving competition to Oracle corp, which had just started its office in GIFT City.
Cut to 2023 / 2024, now I am not suprised to see DevIT being talk of the town. They can give good competition to the bigshots
The SME portfolio (17-03-2024)
Yes, it was quite surprising that they responded to ‘a stranger’ on call and they were not hesitant to respond to tough questions.
This time my objective was to see check that even after the fall they are still responsive to the call