Bibhabasu's Portfolio

Q&A: Questions & Answers Portfolio Q&A
1

Hi Everyone,

I’m relatively new to investing, having started during college with a few thousand dollars. Now that I have a larger amount to invest, I currently have only around 20% of my funds in the market and 80% cash in bank account.

While I considered going all in with a lump sum, I decided against it due to the current market conditions. I also tend to have a shorter investment horizon, typically holding stocks for 1 to 5 years rather than the long-term 6-10 years approach.

Over the last two years, I haven’t sold much, and most of my current portfolio has been built within the last 6-7 months. Some of my most recent additions include APEX, JGCHEM, and MARKSANS. I’m particularly bullish on NETWEB for the long term, as I’ve been invested there from the beginning.

Being young, I’m willing to take on more risk. Recently, I also started investing in mutual funds, including the Old Bridge Focused Equity Fund - Direct Plan, which aligns with my investment philosophy.

I’d love to share my portfolio and get feedback from the more experienced investors here. I’m looking to diversify further, especially into large-cap stocks. I also believe there’s a potential major correction coming in small-cap sectors, which is why I’m considering shifting to fundamentally strong, larger companies.

Any advice or insights on my current portfolio and future strategies would be greatly appreciated!

image
image1352×411 48.6 KB

2 Likes
2

Hi Basu,

We both have common holdings…good if u can ping on my Whatsup Number +91 8084715527
so can we can connect and share insights.

1 Like
3

Really, a good portfolio.The holding period of 1 to 5 years is quite reasonable. I do own a few shares which are the part of your portfolio.Protean, Granules, Netweb etc. are stocks for long term undoubtedly.Can you please share the reasons for selecting Old Bridge Focused Fund, why is it different from others?
Best wishes

1 Like
4

I saw talks by Kenneth Andrade, from SOIC video and value research and other videos, I was introduced to his thinking and he is a veteran who I can trust, he was stock allocation felt more like covering all sectors like … redington, or Marksans or ITD Cementation etc small choices and allocation he had were aligning my portfolio he will just maintain and rebalance better than me.

5

Hi Bibhabasu,
What’s the rationale behind investing in JGChem.
You see zinc prices recovering in near future.
Valuations are already stretched even for INR 60 crs PAT current year.

6

Thanks for the update.