Hi,
I’m a noob in investment. I’m expecting a long-term compounding portfolio at 15% CAGR with less downside risk. Will be averaging and allocating equal % across all scripts with monthly investments. I have been following the VP forum. I also follow investors on youtube - Akshath Srivatsava, SOIC, CA Rakshana Ranade, Shashank udupa, ET money and gain a little knowledge from them. Kindly share your views and opinions for long term compounding.
Idea | SUM of O.Folio% | COUNT of Avg Buy |
---|---|---|
IT | 28.8% | 7 |
Pharma | 14.3% | 3 |
Chemical | 13.3% | 2 |
Growth | 11.0% | 4 |
Platform | 7.2% | 3 |
Index | 5.0% | 3 |
FMCG | 4.7% | 2 |
Steel | 4.6% | 2 |
Durables | 4.6% | 3 |
Banking | 4.1% | 2 |
Monopoly | 2.4% | 1 |
Largecap | Target-25% | |||
---|---|---|---|---|
Stock | Sector | O.Folio% | Profit % | Rationale |
LTI | IT | 8.50% | 18.60% | Consistent sales, profit and free cash flow growth |
DIVISLAB | Pharma | 3.50% | 6.60% | Consistent sales, profit and free cash flow growth |
HCLTECH | IT | 3.30% | 3.10% | Largecap pick - Good management |
INFY | IT | 3.30% | 15.70% | Largecap pick - Good management |
HINDUNILVR | FMCG | 3.00% | -13.30% | Rural growth, ROCE expansion |
KOTAKBANK | Banking | 2.30% | -2.50% | Financial penetration and Cross selling |
HDFCBANK | Banking | 1.80% | -0.20% | Financial penetration and Cross selling |
ASIANPAINT | Monopoly | 2.40% | 8.00% | Largecap pick - Good management |
BAJFINANCE | Banking | 0.00% | 0.00% | Financial penetration and Cross selling + Growth in online e-commerce |
Growth-Mid and smallcap | Target- 55% | |||
Stock | Idea | O.Folio% | Profit % | Rationale |
DEEPAKNTR | Chemical | 7.40% | -0.30% | China+1 narative + Chemical sector expansion |
LAURUSLABS | Pharma | 7.20% | -0.70% | Capex and new product launches |
ALKYLAMINE | Chemical | 6.00% | -19.30% | China+1 narative + Chemical sector expansion |
MASTEK | IT | 5.60% | 10.40% | Expansion in US and in Healthcare sector |
LTTS | IT | 3.80% | 1.60% | Service in sunrise sectors |
RELAXO | Growth | 3.60% | -11.80% | Compounding free cashflow + Good management |
CAMS | Platform | 3.60% | -17.60% | Expansion in Mutual fund space |
LALPATHLAB | Pharma | 3.50% | -1.90% | Inorganic growth by capturing market from unorganised players |
PIIND | Growth | 3.40% | 3.50% | Contract manufacturing, consistant componder |
MINDTREE | IT | 3.20% | 2.80% | Service in media, Travel and Tourism and growing IT firm |
POLYCAB | Growth | 2.90% | 3.40% | Retails growth and product expansion |
VOLTAS | Durables | 2.80% | 14.10% | Rising middle class aspiration and growing heat |
IEX | Platform | 2.20% | 14.70% | Growth in number of transactions in the platform |
HNDFDS | FMCG | 1.70% | -3.40% | Exponential expansion in revenue + Contract manufacturing to major FMCG players |
CDSL | Platform | 1.50% | 25.50% | Growth in number of transactions in the platform |
SAIL | Steel | 2.90% | -17.10% | Skeptical - rise in steel price and profits, PE expansion |
TATASTEEL | Steel | 1.70% | -5.20% | Skeptical - rise in steel price and profits, PE expansion |
SUBEX | IT | 1.00% | -30.80% | Skeptical - Sevices in Blockchain and 5G sector |
JCHAC | Durables | 0.90% | -13.80% | Skeptical - Capex and post pandemic sales expansion |
WHIRLPOOL | Durables | 0.80% | -18.50% | Skeptical - Capex and post pandemic sales expansion |
JUBLFOOD | Growth | 1.10% | -0.60% | Consistent compounder and rise in outlets and products |
AMRUTANJAN | Pharma | 0.00% | 0.00% | Smallcap componder, market expansion |
LUXIND | Growth | 0.00% | 0.00% | Tracking - Good sales and profit growth |
HAPPSTMNDS | IT | 0.00% | 0.00% | Tracking - Digital services |
EQUITASBNK | Banking | 0.00% | 0.00% | Tracking - Sales growth |
NAVINFLUOR | Chemical | 0.00% | 0.00% | Tracking - China + 1 , growth in fluorine sales |
AUBANK | Banking | 0.00% | 0.00% | Tracking - Sales growth |
PAGEIND | Growth | 0.00% | 0.00% | Tracking - Sales growth + Good management |
NGLFINECHEM | Pharma | 0.00% | 0.00% | Tracking - High ROCE business |
AAVAS | Banking | 0.00% | 0.00% | Tracking - Sales growth |
Index | Target-10% | |||
Stock | Idea | O.Folio% | Profit % | |
NIFTYBEES | Index | 1.60% | -1.00% | |
JUNIORBEES | Index | 1.10% | -2.90% | |
NETFMID150 | Index | 2.20% | -3.70% | |
DSPNEWETF | Index | 0.00% | 0.00% | |
DSPQ50ETF | Index | 0.00% | 0.00% | |
NIFTYALPHA | Index | 0.00% | 0.00% | |
US-Stocks | Target-10% | |||
Stock | Idea | O.Folio% | Profit % | Rationale |
NASDAQ | Index | 0.00% | 0.00% | |
ALIBABA | Growth | 0.00% | 0.00% | Market sentiment down + consistent growth |
AMAZON | Growth | 0.00% | 0.00% | Growth across veticles and sales growth |
MICROSOFT | Tech | 0.00% | 0.00% | Growth across veticles - AI,VR and Gaming |
FBMETA | Tech | 0.00% | 0.00% | Growth in VR and Gaming |
UI PATH | Automation | 0.00% | 0.00% | Tracking - Process Automation sevice growth |
COINBASE | Platform | 0.00% | 0.00% | Tracking - Crypto platform transtion expansion |