ValuePickr Forum

Building new portfolio - need advise

I started investing in 1997 using my father’s retirement funds in IPOs. I bought HDFC, TTK , Jindal steel and some other stocks. Later I moved to US and didn’t follow Indian market much. I lost few of the stock certificates. Recently I sold a property and invested partly in mutual fund. This forum inspired me. Now I want to build a long term portfolio. Please review my picks and guide me

Titan - trusted luxury brand.
as middle class income grows, there is huge opportunity for next decade|

Godrej consumer products -

  • Good FMCG play
  • I am considering dabur or Nestle as well|
  • There are lot of known names. finding it difficult to pick one

Asian paints -
— Market leadership.
– well-known brand

Pidlite - Monopoly business in Adhesives and sealants. Proven management. It has lot more products apart from M Seal and Fevikol or Fevi Kwik.

Bajaj finance - Good consumer financial play|

Avenue Mart - Good supply chain play

HDFC Bank - invested in IPO.now I have 70 shares.
Good compounding machine

Ultratech cement - wealth creator|

3 Likes

HDFC BANK and DMART is common with my portfolio.
You can add some insurance (preferably LIFE) as well.

In FMCG, i prefer HUL, followed by nestle, godrej consumer.