Yes I have already sold some of the higher valuation stocks like Nestle, TCS, Abbott, Titan, HDFC Life, HDFC AMC, etc. The problem now is it is difficult to find good quality stocks with decent valuation. Once such stocks I found was Alembic Pharma. Some more are in watchlist. Will slowly move to good opportunities at reasonable price. I know LTTS is costly but it is my latest addition and it zoomed just like that. I will wait for a quarter or two before deciding on LTTS. I am holding Biocon for a year now and the price is reasonable now and recent approvals will be good trigger for the stocks to slowly move up.
Hey @Malai_Subramanian … I’ve just seen that my name is now a part of your copycat pf. Just wanted to drop by and give a caveat since the 2 companies you have picked from my PF are Alembic pharma and intellect design arena… Ie the 2 companies in my PF with the least allocation and ones that im still slowly building positions in. Expect nothing for a few quarters or even years. For me those 2 companies are in a state of flux with their own issues (generics looks like it will be a washout for a long time and intellect has to go through a few quarters of pain at lower ebidta margins and before the steady saas revenues kick in) and I’m using this period to build a position at hopefully continued depressed valuations. So please consider that when tracking those 2 companies in your PF.
Allocations usually follow conviction and my highest allocations are in other companies (alembic has the least allocation of all my companies with just 1 tranche out of 10) so please keep that in mind. In fact you currently have more exposure to those than I do ie 7 percent of your PF… I myself will need a few quarters to build the necessary conviction and position in those 2 names so following me with those 2 would be a bit illadvised and very risky :). Cheers
Thanks @Malkd for the caveat. I have done my due diligence in the company’s inspired from your portfolio. On the allocation part I follow a different strategy and it is based on the market cap. I am still working on the allocation based on conviction and valuation. Slowly I will move to the new allocation strategy and it will take time. A big thank you for your portfolio thread as I learnt many useful tips from there. Cheers
Realigned the percentage based on invested amount in each stock/category/grouping rather than planned amount.
Direct Equity Portfolio Allocation
S.No
Stock Name
Market Cap
Portfolio
Inspired From
Industry
Stock Alloc
Comments
1
AFFLE
Midcap
Growth
@ Coolfundoo
IT
4.10%
Leader in Mobile Advertising
2
AMRUTANJAN
Smallcap
Value
@MarcellusInvest
Consumption
3.03%
Leader in Pain relief
3
ASIANPAINT
Largecap
Core
@MarcellusInvest
Materials
4.41%
Leader in Paints
4
BAJAJFINSV
Largecap
Core
@ Coolfundoo
Financials
4.32%
Leader in NBFC
5
BIOCON
Midcap
Value
@unseenvalue
Healthcare
5.05%
Leader in Biologics
6
DEEPAKNTR
Midcap
Growth
@soicfinance
Materials
4.08%
Leader in Pheonol Chemistry
7
DIVISLAB
Largecap
Core
@MarcellusInvest
Healthcare
4.54%
Leader in Generic API
8
GODREJAGRO
Midcap
Value
@ Coolfundoo
Consumption
4.22%
Leader in Animal feeds, Crop Protection, Dairy, etc
9
HCG
Smallcap
Growth
@unseenvalue
Healthcare
2.79%
Leader in Oncology Hospital
10
HCLTECH
Largecap
Core
@ Coolfundoo
IT
4.64%
Leader in IT services
11
HDFC
Largecap
Value
@dmuthuk
Financials
4.85%
Leader in home finance
12
IEX
Midcap
Growth
@soicfinance
IT
3.77%
Leader in Power exchanges
13
INTELLECT
Smallcap
Growth
@ Malkd
IT
3.86%
Leader in Banking software
14
ITC
Largecap
Value
@dmuthuk
Consumption
4.81%
Leader in Cigarettes
15
JUBLPHARMA
Smallcap
Value
@unseenvalue
Healthcare
3.86%
Leader in Radiopharma API and other CDMO
16
KOTAKBANK
Largecap
Value
@MarcellusInvest
Financials
4.92%
Leader in Retail banking
17
LAURUSLABS
Midcap
Growth
@soicfinance
Healthcare
4.65%
Leader in ARV API and biosimilar
18
LTTS
Midcap
Growth
@ Coolfundoo
IT
3.76%
Leader in ERD services
19
NEULANDLAB
Smallcap
Growth
@ sahil_vi
Healthcare
3.73%
Leader in Peptides CRAMS
20
PIDILITIND
Largecap
Core
@dmuthuk
Materials
4.32%
Leader in adhesives
21
PRAJIND-BE
Smallcap
Growth
@unseenvalue
Materials
3.50%
Leader in Industrial Biotechnology
22
RALLIS
Smallcap
Value
@unseenvalue
Materials
4.01%
Leader in Pesticides and Bio Pesticides
23
SEQUENT
Smallcap
Growth
@soicfinance
Healthcare
4.15%
Leader in Animal pharma API
24
VAIBHAVGBL
Midcap
Growth
@ sahil_vi
Consumption
4.60%
Leader in low cost jwellery
New Stock Additions
None
Portfolio Stock Deletions
APLLTD is sold at cost price to reduce exposure to pharma and add to to higher convincing bet which has become more valuation friendly recently like Intellect, Vaibhav, Laurus, Sequent, Neuland, etc
There was a delay in monthly update due to Diwali.
Direct Equity Portfolio Allocation
S.No
Stock Name
Market Cap
Portfolio
Inspired From
Industry
Stock Alloc
Comments
1
AFFLE
Midcap
Growth
@ Coolfundoo
IT
3.88%
Leader in Mobile Advertising
2
AMRUTANJAN
Smallcap
Value
@MarcellusInvest
Consumption
2.83%
Leader in Pain relief
3
ASIANPAINT
Largecap
Core
@MarcellusInvest
Materials
4.20%
Leader in Paints
4
BAJAJFINSV
Largecap
Core
@ Coolfundoo
Financials
4.03%
Leader in NBFC
5
BIOCON
Midcap
Value
@unseenvalue
Healthcare
5.00%
Leader in Biologics
6
DEEPAKNTR
Midcap
Growth
@soicfinance
Materials
3.88%
Leader in Pheonol Chemistry
7
DIVISLAB
Largecap
Core
@MarcellusInvest
Healthcare
4.23%
Leader in Generic API
8
GODREJAGRO
Midcap
Value
@ Coolfundoo
Consumption
4.34%
Leader in Animal feeds, Crop Protection, Dairy, etc
9
HCG
Smallcap
Growth
@unseenvalue
Healthcare
2.72%
Leader in Oncology Hospital
10
HCLTECH
Largecap
Core
@ Coolfundoo
IT
4.50%
Leader in IT services
11
HDFC
Largecap
Value
@dmuthuk
Financials
4.52%
Leader in home finance
12
IEX
Midcap
Growth
@soicfinance
IT
3.67%
Leader in Power exchanges
13
INTELLECT
Smallcap
Growth
@ Malkd
IT
%
L4.31eader in Banking software
14
ITC
Largecap
Value
@dmuthuk
Consumption
4.59%
Leader in Cigarettes
15
JUBLPHARMA
Smallcap
Value
@unseenvalue
Healthcare
4.08%
Leader in Radiopharma API and other CDMO
16
KOTAKBANK
Largecap
Value
@MarcellusInvest
Financials
4.59%
Leader in Retail banking
17
LAURUSLABS
Midcap
Growth
@soicfinance
Healthcare
5.02%
Leader in ARV API and biosimilar
18
LTTS
Midcap
Growth
@ Coolfundoo
IT
3.64%
Leader in ERD services
19
NEULANDLAB
Smallcap
Growth
@ sahil_vi
Healthcare
3.95%
Leader in Peptides CRAMS
20
PIDILITIND
Largecap
Core
@dmuthuk
Materials
4.03%
Leader in adhesives
21
PRAJIND-BE
Smallcap
Growth
@unseenvalue
Materials
3.90%
Leader in Industrial Biotechnology
22
RALLIS
Smallcap
Value
@unseenvalue
Materials
4.45%
Leader in Pesticides and Bio Pesticides
23
SEQUENT
Smallcap
Growth
@soicfinance
Healthcare
4.56%
Leader in Animal pharma API
24
VAIBHAVGBL
Midcap
Growth
@ sahil_vi
Consumption
5.09%
Leader in low cost jwellery
New Stock Additions
None
Portfolio Stock Deletions
None
Cash Position 0.5%
Snapshot of my holding
Please note Happiest Minds is received as gift from my brother for my birthday. It is very miniscule quantity and not part of the portfolio.
Interesting, that’s a nice gift…how does one gift shares to another’s dmat? Did he first buy in his dmat and then tranfer to urs? (I guess that involves going to bank/broker and filling out physical forms) or is their any other efficient digital way of doing it? Thanks
Myself and my brother both use zerodha account hence the gifting of shares is very easy with nominal charges. All done digitally. How do I gift stocks?
