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
Added Fine Organics at ₹4880
1 Like
Adding Balkrishna industries at ₹2637
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
I am interested in credit card business
This is the only listed credit card company
It’s ROE is good it’s 20%+
Compounded profit growth 5yr 30%
Gross NPA in march 2021 was 4.99% it’s 2.64% in dec 2023