My Portfolio - SDK

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
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