Mylu long term Portfolio

(mylu) #1

My investment strategy is Monthly SIP for equal amount of 4 stocks. The portfolio allocation will be always around 25%. The following are the stocks being invested by me.

Interglobe Aviation: I have tracked this stock for very long time and seen how it has been continuously come out with highest on time flights (though it has gone down recently due to engine issues) and regular profits. I feel that it will further gain on UDAAN as well. There were few customer related incidents that needs to be avoided.

CDSL: I never remember seeing this stock anywhere in recommendations but was reading about in VP forum related to top picks :slight_smile: . They have very low cost expenditure and earn from every demat additions , IPO listing etc .

There are plans on moving academic records etc. which will bring in additional revenue and their only competitor is NSDL and currently unlisted in stock exchange . SEBI is contemplating on bringing new players may impact margins. Overall I see this as a long-term hold.

VGUARD: This was one more which I never feel interested to read into the business. During cursory reading of some personalities, I hit upon the Kochouseph Chittilappilly and felt awe on his business acumen and CSR activities . Later I have to decide between wonderla & vguard and finally chose VGUARD based on my own experience on buying their stabilizer and water heater :slight_smile:
Their business model and growth plans seems to be very good.

TCI Express: The last one which I decide to put on Logistics and reading through all the companies clearly understood that margins are very less . All of them are hopping on the GST and e-Way bill which will bring the change. Since government has provided LOGISTICS infrastructure status, I hope this will bring in margin growth. I shortlisted TCI , TCI EXPRESS, GATI , ALL CARGO , gatway and finally decided on TCI express which I see a competitor to bluedart.

I don’t expect Immediate changes in the logistics and need a patient long wait before they yield high profits.

I am thankful to VP as I learnt a lot on reading annual report, conf call transcripts (never knew about it) , Investor presentation.

Discl: These are not stock recommendation Please do your own research before investing

Views are welcome . Please let me know of any additions/deletion to be done in the above content (if any).

(mylu) #2

Indigo up by around 250 in a months time… Not sure if some surprises are expected in Q4 results.

(Jayantrichur) #3

Good selection and monthly SIP is a good idea.

(Dr Manoj) #4

Thanks for sharing your ideas. I went through the details of these companies,so far I have found them good. Your investment logic is also good. My only concern–is it not a too concentrated portfolio?Will it not be a good idea to add a few more stocks to provide stability?

(mylu) #5

Thank you @Jayantrichur

(mylu) #6

@Dr_Manoj . Thanks for the appreciation note , Previously I tried managing a diversified portfolio with around 8 stocks . The problem I observed is tracking these 8 stocks an overhead , also since its SIP there was a miniscule number of each of them getting added in the account.

Then I shifted strategy to focus on 4 concentrated ones and was following monthly SIP steadily for 30 months in BHEL , POWERGRID , KVB , TVS Motor. The returns were decent though not very handsome. I sold them out as I felt they may not reach further higher in coming months.

Based on the lessons learnt in previous occasion , I started the above new one.

(mylu) #7

(mylu) #8

Q4 Results look good…

(mylu) #9

Monthly SIP done on all the four stocks in May month . As usual equal amount shared on 4 stocks. Overall portfolio there is no gain or loss for now :thinking:

TCI express seems to be going up regularly not sure if some good news is expected in the counter .
Indigo has gone down after the results & news of CEO resignation. Hope it recovers.