Date: 29th Feb 2024 portfolio update
Short update: I did nothing (mostly). Just wait and watch.
Actions in Feb 2024: Averaged in COAL INDIA, given there’s valuation comfort for me. Also, certain expected growth triggers like a nod from govt regarding coal gasification (thanks to @1957 for giving depth to this topic), the company bagging RE projects, looks interested in getting involved in critical mineral exploration (e.g. in AUS).
Here’s my current portfolio:
| Stock name | Weight % | Avg P/E | Profit / Loss | IRR | Action |
|---|---|---|---|---|---|
| TATA INVEST CORP | 9.8 | 27.5 | 329% | 189% | |
| MOST 100 ETF | 9.1 | 19.8 | 50% | 32% | |
| TIPS LIMITED | 9.0 | 20.6 | 161% | 82% | |
| TITAN | 7.9 | 47.2 | 105% | 29% | |
| BANK BEES ETF | 7.3 | 13.4 | 27% | 18% | |
| BAJAJ FINANCE | 6.5 | 22.5 | 29% | 11% | |
| COAL INDIA | 6.5 | 5.7 | 65% | 135% | Added more |
| IRCTC | 6.0 | 26.9 | 151% | 56% | |
| INDIAMART | 4.5 | 51.7 | 8% | 36% | |
| NARAYANA HEALTH * | 4.4 | 24.0 | 45% | 71% | |
| PIDILITE | 4.4 | 57.2 | 42% | 16% | |
| DIXON | 4.3 | 43.9 | 167% | 95% | |
| ASIAN PAINTS | 4.2 | 47.1 | 7% | 8% | |
| VARUN BEVERAGES * | 4.0 | 46.5 | 97% | 66% | |
| TATA ELXSI | 3.8 | 34.0 | 78% | 58% | |
| IEX | 3.0 | 15.1 | 162% | 18% | |
| AMARA RAJA * | 2.3 | 14.0 | 25% | 58% | |
| WONDERLA * | 1.8 | 30.0 | 4% | 31% | |
| PHANTOM VFX * | 1.3 | 24.3 | 34% | 46% |
*(asterisk) signifies <1 yr holding period.
Here’s the return profile to date:
| Return % | 1M | 3M | 6M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| MY PORTFOLIO | 5.8% | 14.8% | 22.7% | 53.0% | 19.1% | 23.1% |
| NIFTY 50 | 2.8% | 10.3% | 13.8% | 26.5% | 14.3% | 15.2% |
| NIFTY 500 | 3.4% | 13.0% | 18.9% | 38.8% | 17.7% | 17.6% |
Note: 1/3/6M is in absolute while the 1/3/5Y is annualized
Disclaimer: I am neither a financial nor a SEBI registered advisor. The content shared here is only for learning purposes. So please use your discretion to make any buy/sell decision and not use the above as a recommendation.