Dear experts. Please review my portfolio. Following is my current portfolio:
Basic theme is long term 10+ yrs of tenure in a concentrated portfolio.
| Company |
Type |
% of portfolio |
| Amazon. com Inc. (USA) |
Consumer Discretionary |
17.53 |
| Persistent Systems |
Technology |
16.9 |
| Home First Finance Company India |
Financial |
9.33 |
| Angel One |
Financial |
5.96 |
| Raymond Lifestyle |
Consumer Discretionary |
3.19 |
| Central Depository Services (India) |
Financial |
2.66 |
| Bikaji Foods International |
Consumer Staples |
2.37 |
| Redtape |
Consumer Discretionary |
2.36 |
| Birlasoft |
Technology |
2.33 |
| HDFC Bank |
Financial |
2.02 |
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What’s your thesis for buying these Stocks?
Without this, this Post is meaningless.
Good portfolio, I like it. Any plan to invest in more US stocks? I am too invested except HDFC Bank.
Basic theme is long term 10+ yrs of tenure in a concentrated portfolio. These stocks should last a decade with focus on consumers.
Yes, plan to invest ~25% of the portfolio in US. Trying to look for an opportunity.
What do you consider as an opportunity in US Market?
Still figuring it out, will keep the thread updated.
The reason I asked you is US market has dropped more than 20% since March and if you think this is not the right time to invest there, then when?
Which site or app are you using to buy U.S. stocks, and how are the commissions or costs of investing? I’m personally looking for one to invest in the U.S. or Japanese markets—any insights would be highly appreciated.
AngelOne and CDSL are shallow cyclicals.
Persistent and Birlasoft are good but in long term lot of IT companies moving development centres from abroad to India. So keep eye on this.
HDFC growth is missing.
Suggestion is to set expectations around how much returns you are expecting.
Portfolio lags foundation, more volatile stocks present
