Dear Fellow Members,
I started my investing journey in Sep 2019 as a newbie with zero knowledge. As time went on I slowly gained some knowledge. I started investing when the market was at it’s peaks (Bajaj Fin 4800, HDFC AMC 3600, HDFC 2500, BATA - 1700, PIDILITE - 1600, KOTAK - 1600). My initial philosophy was to invest 15K in all the well known stocks (With no research LOL ). Eventually after 8 months some accelerated learning due to corona lockdown, I gained some basic understanding of investing and cutdown my portfolio from 27 stocks to 16 stocks.
Here is my portfolio. I am planning to retain this stocks with a view of retirement in my mind. (Basically my Cofee Can). I eventually would like the dividend from these stocks to help my living after 20 years. Please share your opinion and feedback on the portfolio, weightage and stock selection.
My expectations are around 12-15% CAGR over the next 15 years. I’m 36 now.
I’m building a secondary investment portfolio which is more like for 4 years with stocks like Persistent Systems, IEX, Laurus Labs, APL Apollo Tubes, Avanti Feeds, Linde but i’ll keep that for another discussion.
Kamal’s Coffee Can