Dhinakaran Portfolio

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
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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
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@Dhinakaran , how’s your allocation equity vs debt stands as of today?

It is around 60 - 40.

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 :slight_smile: 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

US Investments:

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