Candidates for 25% quality-growth for next 2-3 years

Hey ramanjaneyulu, thanks. The one year returns of this portfolio were pegged at 68%. Though it’s now down by a few percentage points YTD due to the recent carnage in the small and midcap space.

Though there is some juice left in the portfolio in terms of additional returns (I will be rebalancing it in around 6 months), I would advise against buying into it now. I might post a new 25-30% cagr value stocks PF in the near future.

It’s OK Nagesh, I actually wrote it for sidshin’s portfolio of 42 stock. Any how I am very glad even your Portfolio is very very good. You deserve a special applause.
I am very happy to be a member of this forum. So that I can seek and benefit from the guidance of experts like you.

1 Like
1 Like

Just presenting data not views on dividend adj stock performance since Dec 11, 2016 until Sept 4, 2019 (close to 3 years):

Advanced Enzyme -65%
Alphageo -80%
Caplin Point +20%
Infibeam -65%
Intense Technologies -82%
InstraSoft -76%
Moldtek Packaging +47%
Rishi Techtex +11%
Strides Shasun -64%
Tasty Bite +135%

Would anyone buy this portfolio today in the same weights suggested?

“Investing is simple but not easy” -WB

1 Like

If someone purchased it in 2018 based on their thorough research, they will be happy to buy now. The problem is when someone buys based on recommendations.

Hardly any company in jewelry business created wealth except Titan

Lot of these companies are managed by crooks

Titan is different league
Tata Company

2 Likes