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?
A decade after, I am sticking to just Index
I have come a long way, What a journey it has been ! This forum had played a tremendous role through out my Journey !