Megamind portfolio

Infosys
Bajaj Finance
TCS
HDFC Bank
Pidilite
Asian paints
Titan

2 Likes

Hi Sushil,

You need to write the thesis on why you bought, Avg price, % of holding as portfolio else people will not be able to comment on the same.

6 Likes

In my humble opinion, it’s a wealth saver portfolio and may not be wealth builder. So may only mimic NIFTY50 returns at best.

2 Likes


PE near 10 year low… What a great opportunity to invest in HDFC Bank…

2 Likes

Added Fine Organics at ₹4880

1 Like

Adding Balkrishna industries at ₹2637


SBI CARDS
Stock is trading near all time low PE multiple

Adding Vedant fashion CMP: ₹1217
5yr ROCE 30%
Debt to equity 0.27
5yr OPM 44%
Double digit profit growth
High promoter holding

Can you please share your updated portfolio as of Jan-24

January 2024

Infy
Tcs
Bajaj finance
HDFC Bank
Asian paints
Titan
Fine organic
Balkrishna industries
Sbi cards
Vedant fashion

Will continue to add more
A fix amount in each stock

Sushil you should write the thesis on why you bought the above mentioned stocks, Allocation % of the total portfolio, buy price , Current market price

Additionally you can also write about your future expectations from the portfolio so that other can contribute & have a meaningful discussion.

Adding idea forge at 770

*Strong engineering and design capabilities
*Drone industry
*Healthy market share
*Low debt

Can you share your thoughts of holding SBI cards.

They are loosing market share and
profitability is reducing and
NPA issues