Portfolio update:
Date: 3rd June 2024
Short update: Did nothing. Continuing to buy, hold & track while focusing on portfolio longevity and respecting mean reversion and probability.
However, keeping a close watch on PHANTOM VFX, VBL, NARAYANA and WONDERLA.
Here’s my latest portfolio :
| Stock name | Weight | Avg P/E | Total P/L | IRR | Action |
|---|---|---|---|---|---|
| MOST 100 ETF | 8.9% | 19.3 | 55% | 29% | |
| TATA INVEST CORP | 7.4% | 24.6 | 246% | 148% | |
| BANK BEES ETF | 7.2% | 12.4 | 38% | 21% | |
| TIPS LIMITED | 7.1% | 19.3 | 130% | 57% | |
| BAJAJ FINANCE | 6.9% | 22.2 | 37% | 12% | |
| COAL INDIA | 6.8% | 4.5 | 96% | 116% | |
| TITAN | 6.5% | 46.7 | 93% | 23% | |
| IRCTC | 6.3% | 26.8 | 251% | 56% | |
| CASH | 5.5% | - | |||
| DIXON | 5.5% | 42.2 | 522% | 99% | |
| PIDILITE | 4.5% | 56.5 | 69% | 18% | |
| ASIAN PAINTS | 4.1% | 46.9 | 22% | 7% | |
| INDIAMART | 3.8% | 44.7 | 41% | 29% | |
| VARUN BEVERAGES | 3.8% | 44.2 | 101% | 58% | |
| NARAYANA HEALTH | 3.7% | 23.5 | 30% | 32% | |
| TATA ELXSI | 3.2% | 34.2 | 153% | 50% | |
| AMARA RAJA * | 3.1% | 14.0 | 77% | 111% | |
| IEX | 2.9% | 14.7 | 127% | 19% | |
| WONDERLA * | 1.5% | 32.5 | -6% | -14% | |
| PHANTOM VFX | 1.4% | 34.0 | -11% | -15% |
*(asterisk) signifies <1 yr holding period.
Note: Overall cash position is at its highest as per expectation in 2024.
Here’s the return profile till 31 May 2024:
| TRI till 31 May 2024 | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|---|
| PORTFOLIO | -2.1% | -1.8% | 13.8% | 35.1% | 15.0% | 21.9% | 20.9% |
| NIFTY 50 | -0.2% | 2.1% | 11.6% | 21.3% | 13.0% | 14.2% | 14.6% |
| NIFTY 500 | 0.2% | 4.4% | 16.8% | 33.6% | 17.4% | 17.3% | 15.9% |
Note: 1/3/6M is in absolutes while the 1/3/5Y/SI is annualized. The inception date is 10th Nov 2016.
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.