Invested more on the existing counters. Below is how the porfolio looks today. Planning to add HDFC, MON100 and to the current portfolio.
NIFTYBEES |
11 |
PAUSHAKLTD |
11 |
BAJAJFINSV |
8 |
HATSUN |
5 |
HDFCAMC |
5 |
CCL |
4 |
DMART |
4 |
HDFC |
4 |
HDFCLIFE |
4 |
TITAN |
4 |
TVSMOTOR |
4 |
BRITANNIA |
3 |
HINDUNILVR |
3 |
LAOPALA |
3 |
TATAELXSI |
3 |
YASHPAKKA |
3 |
AJANTPHARM |
2 |
ASTRAL |
2 |
CDSL |
2 |
FINOLEXIND |
2 |
JUBLFOOD |
2 |
MAYURUNIQ |
2 |
MON100 |
2 |
3 Likes
No Major changes, Adding to the existing portfolio when ever I get Cash. Pharma is looking for a rebound. May add some Pharma. Here is how the portfolio looks.
Company |
Current Value |
BAJAJFINSV |
8 |
TVSMOTOR |
8 |
HDFCAMC |
6 |
TCS |
5 |
TITAN |
4 |
TATAELXSI |
4 |
CDSL |
4 |
DMART |
4 |
PAKKA |
4 |
BRITANNIA |
4 |
CCL |
4 |
ICICIBANK |
4 |
RELAXO |
3 |
PAUSHAKLTD |
3 |
LAOPALA |
3 |
ASTRAL |
3 |
MAYURUNIQ |
3 |
ASIANPAINT |
3 |
HATSUN |
2 |
CHOLAFIN |
2 |
AJANTPHARM |
2 |
HDFCBANK |
2 |
HDFCLIFE |
2 |
JUBLFOOD |
2 |
AVANTIFEED |
2 |
1 Like
@Dhinakaran , how’s your allocation equity vs debt stands as of today?
Quick update on the Portfolio. No changes since few years. I am trying to deploy more capital, Market remains out of my comfort zone and testing my patience I am holding up still. I have also started my position in the US markets. Comments most welcome.
Instrument |
% Allocation |
TVSMOTOR |
9 |
BAJAJFINSV |
8 |
HDFCAMC |
6 |
CDSL |
5 |
DMART |
5 |
TCS |
5 |
BRITANNIA |
4 |
ICICIBANK |
4 |
TATAELXSI |
4 |
TITAN |
4 |
ASIANPAINT |
3 |
ASTRAL |
3 |
CCL |
3 |
CHOLAFIN |
3 |
MAYURUNIQ |
3 |
PAKKA |
3 |
PAUSHAKLTD |
3 |
RELAXO |
3 |
AJANTPHARM |
2 |
AVANTIFEED |
2 |
CROMPTON |
2 |
FINPIPE |
2 |
HATSUN |
2 |
HDFCBANK |
2 |
HDFCLIFE |
2 |
JUBLFOOD |
2 |
LAOPALA |
2 |
1 Like
How would you say your portfolio has grown compared to lets say nifty 500? Do you keep a track of that?