@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

What is the reason behind the company hitting upper-circuit every day? Thanks.

Update for entry on 7th October 2024 (look back dates: 06/10/2023 and 05/04/2024)

50EMA (24845) > 200EMA (21790); hence, we can continue without any change.

Based on ranking:

1. PGEL
2. IIFLSEC
3. STAR
4. VMART
5. CHOICEIN
6. WOCKPHARMA
7. WABAG
8. NEULANDLAB
9. SARDAEN
10. LTFOODS
11. NAVA
12. HERITGFOOD
13. OPTIEMUS
14. KESORAMIND
15. TARC
16. SANSERA
17. GRAVITA
18. ITDCEM
19. SENCO
20. INOXGREEN
21. MARKSANS
22. GRWRHITECH
23. SYMPHONY
24. PRUDENT
25. JCHAC

Based on A → Z for easy tracking:

• CHOICEIN
• GRAVITA
• GRWRHITECH*
• HERITGFOOD
• IIFLSEC
• INOXGREEN
• ITDCEM*
• JCHAC
• KESORAMIND
• LTFOODS
• MARKSANS
• NAVA
• NEULANDLAB
• OPTIEMUS
• PGEL
• PRUDENT
• SANSERA
• SARDAEN
• SENCO
• STAR
• SYMPHONY
• TARC*
• VMART
• WABAG
• WOCKPHARMA

Exits:
SHARDAMOTR makes an exit.
PURVA and SUDARSCHEM remain within the top 30 and hence remain.

Entries:
TARC makes an entry.
GRWRHITECH and ITDCEM cannot enter as there is no vacancy.

@SOMASHEKAR_A_C Hello, I went through the concept briefly. As you said it is very interesting.

My understanding is that it is very useful to study sector rotation. Typically, over periods of time different sectors perform differently. This tool can be used to identify which sector is weakening and which sector is doing well. After identifying which sector is doing well, the second step would be to check which stocks in the sector are doing well.

In our system, we are sector agnostic. We are not worried about which sectors are doing well. We are skipping this step and going directly to identify which scrips are showing strength.

That way there is a small difference the way we work every week.