I will let u know within short time
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Hi @Pragnesh bhai, gentle reminder. Please let us know once you get a chance.
Thanks
I am accumulating vasa denticity(dentalkart)
All stocks are down
Holding all
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Adding my old stocks in recent crash
Already added carysil
L.t foods
1 Like
Added
Carysil
Beta
Pitti
Ion exchange
Lt foods
4 Likes
Finally exited from hindware
Added
-Beta drugs
-Caarysil
-Ion exchange
-Lt foods
-No other exit in last 2 yrs
3 Likes
BUY AND HOLD APPROACH
-Portfolio has given 20.77 % XIRR return(without considering dividend)
with buy and hold approach.
(from 2017 to 2026)
-Portfolio is 2.2 times of invested amount (2.2X).While it was 3 times in 2024 .
-Investment is done in staggered manner from sept 2017 to uptil today with buy and hold approach
(HOLDING OLD STOCKS AND BUYING NEW STOCKS FROM FRESH CAPITAL)
-Major investment is done after 2020
-Holding all stocks except recently sold hindware
-Recent(last 3 months) addition
Beta drugs
Carysil
Ion exchange
Pitti eng
Jyoti resins
Lt foods
Racl gear
…
LATEST PORTFOLIO
(with avg buy price and avg buying time)
Grauer @Rs 26.50……( june 2018)
Lt food @Rs 74……( july2019)
Moldtek pack@Rs. 380… (july 2019)
Apcotex .@Rs 284…(Nov 2019)
Kei ind @Rs 470……(jan 2020)
Ratnamani @Rs 865…(Feb 2020)
Paushak@ Rs 473…(aug 2020)
Alkyl amine.@Rs 791..(June 2020)
Astec life @Rs 1201…(dec 2020)
kpr mill@Rs 149…(Oct 2020)
Ion exchange @Rs154 (may 2021)
Carysi@Rs 289…( may 2021)
Ganesha eco@Rs 593.(Aug 2021)
Beta drugs @Rs 444…( sep 2021)
Anup eng@ Rs 379 …..(sept 2021)
Stylam.@Rs 1072…(Aug 2021)
Racl gear@Rs 673..(Feb 2022)
Pix trans @Rs 898…(April 2022)
Pitti eng.@Rs 360…(July 2022)
Prevest denpro.@Rs 459.(Oct 2023)
Kaka ind@Rs 189…(may 2024)
Ice make.@Rs 556…(may 2024)
Jyoti resins@Rs 1299…(sept 2024)
3B black @Rs 1707..(march 2025)
Bew eng@Rs 201…(April 2025)
Concord control@Rs 1087(july 2025)
Robu@Rs 747…(sept 2025)
Dentalkart@Rs 586…(Dec 2025)
…
-I have allocated 4-5% holding to above all stocks except
Ganesha eco(3.3%)
Kei ind(2.6%)
Grauer and wil(1.8%)
Stylam(1.8%)
Kpr mill(1.4%)
Ratnamani(0.7%)
Alkyl amine(0.5%)
9 Likes
Thanks for sharing your portfolio Doc.
20% XIRR is not easy given that you have a full-time job as well.
On a different note:
”Recent news regarding cancer drugs in Russia as of early 2026 is dominated by reports of a personalized mRNA-based cancer vaccine known as Enteromix (or Neoonkovak), which is reported to be in the early stages of clinical use.”
What impact such vaccine will have on Beta Drugs.
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I think, long lonng way to go for routine clinical use.
Effective for perticular set of cancers.Not all cancers
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Sold Kei industry@9.5 times return
Bought
Racl gear
Pitti
Carysil
Pitti
Concord control system
Shovalik bimetal
Lt foods
Ion exchange
Apcotex
7 Likes