Hi, I am almost beginner in stock market. I did some trading in past and lost some money as I bought shares without knowing about what company is doing. This time I am planning to be a value investor and invest in good quality stocks. Below is my portfolio as of date and I need Value pickr members expert suggestion.
Name Investment price
BHEL 89
Bharat Electronics 167
CPSE ETF 26.70
Coal India 250
Deep Industries 190
Exide Industries 220
ITI 129
Jindal Steel and Power 188
Bhushan Steel 44
ICICI Lombard 751
SBI 277
Yes Bank 311
Maruti Suzuki 9500
M&M 758
ITC 260
My main allocation is in Bharat22,CPSE ETF, Bharat Electronics and Jindal Steel and Power. I am planning to have below portfolio in long term along with expected price. I will not wait for below price to come. Instead I will buy these stocks as soon as they are 25-30% down from current price.
Bharat Electronics - 100-120
Exide Industries - 100-120
Amaraja Batteries - 400
Maruti Suzuki - 5000
M&M - 450
ITC - 120
HDFC Bank and/or ICICI Bank - 1200/150
Yes Bank - 250
HDFC - 1200
Jindal Steel and Power - Already below book value
Asian Paints - 500
Cera Sanityware
Kajaria ceramics - 250
Eicher motors - 12000
Escorts - 400
Dilip Buildcon
Persistent Systems
Infosys
Apart from these, I am thinking of small cap like Deep Industries, Nitin spinners, Kitex garment. Currently I have allocated 25% of my planned invetsment. I am waiting for some stock correction(25-30%) so that I can allocate 25-30% more to my portfolio. My horizon is long term(5-10 years or more) depending on how business perform.
Any feedback on the stocks and/or price will be appreciated.