Updated portfolio - Mar 2023
Exited Asian Paints.
Added Sharda Cropchem and MAFANG ETF.
Core Portfolio
| Instrument | Weight |
|---|---|
| Titan | 15.44 |
| ITC | 14.81 |
| United Spirit | 13.91 |
| HDFC Life | 11.12 |
| Pidilite | 7.96 |
| LTTS | 6.87 |
| Nestle | 6.32 |
| Dr Lal PathLabs | 6.12 |
Satellite Portfolio
| Instrument | Weight |
|---|---|
| IEX | 7.03 |
| BCL Ind | 4.68 |
| Sharda Cropchem | 3.05 |
| MAFANG | 2.68 |
Why not MF in place of your core portfolioâŚ
MFs are part of family portfolio, combined with wifeâs investment. The list remain same as mentioned above.
What was the reason to exit from Asian paints?
Currently it is difficult for me to keep paints stocks considering few significant entries planned in this space.
I like Asian Paints, may enter again only if price will get down significantly.
Portfolio Update - Jun 2023
Sold IEX completely.
Entered Hangseng ETF - for short term.
Core Portfolio
| Instrument | Weight |
|---|---|
| Titan | 16 |
| ITC | 15.3 |
| United Spirit | 14 |
| HDFC Life | 12.5 |
| Pidilite | 7.8 |
| LTTS | 7 |
| Nestle | 6.7 |
| Dr Lal PathLabs | 6.7 |
Satellite Portfolio
| Instrument | Weight |
|---|---|
| BCL Ind | 5 |
| Sharda Cropchem | 3.2 |
| MAFANG | 3 |
| HNGSNGBEES | 2.7 |
No Change in MF - continuing SIP in below MFs -
PPFAS Flexicap
Axis Smallcap
DSP Nifty Midcap 150 Quality 50
Whatâs the reason to exit IEX completely?
Do you ever think, that high PE stocks like pidilite and Nestle , if Nifty debacle that happened in US in 1970, if it happens here, its risky to invest in such high PE stocks , but currently good quality stocks?
I was not very sure on itâs long term perspective. Share price still may rise, but with so much changes and govt control, i didnât feel comfortable to keep it for long term.
I generally avoid few themes, govt controlled entities are one of them.
Stocks like Nestle, Pidilite etc - provide stability to my portfolio. Till they maintain leadership and keep business growing, I feel comfortable keeping them.
Unless fundamentals change significantly, plan to keep it for long.
You have quite a few good names in your basket. Donât you think they might be the IBMs of the late 60s - where everyone believed no price is too high to pay. If you can, please do share your valuations for a few of your stock picks. And I mean numbers not the fundamental story.
FYI, just being the devilâs advocate. 
I am aware few of companies I own, are high in valuation, but I also believe in their business leadership and feel valuations will remain high.
I donât expect them to be multibagger but decent compounders, and I am fine with that.
I have small satellite stocks where I may take little risk and look for good returns. But core portfolio - I plan to keep good fundamental companies, even if they are at high valuations.
Portfolio Update - Aug 2023
Sold Sharda Cropchem
Sold Hangseng ETF
Core Portfolio
| Instrument | Weight |
|---|---|
| Titan | 17 |
| ITC | 16.6 |
| United Spirit | 16 |
| HDFC Life | 12.7 |
| Pidilite | 7.4 |
| LTTS | 8 |
| Nestle | 6.5 |
| Dr Lal PathLabs | 6.5 |
Satellite Portfolio
| Instrument | Weight |
|---|---|
| BCL Ind | 5.8 |
| MAFANG | 3 |
MF - continuing SIP in below MFs -
PPFAS Flexicap
Motilal Midcap
Absolute returns over last period for this postfolio?
Absolute return is ~35%, XIRR - ~18% - in last 2.5 years
Portfolio Update - Sep 2023
Core Portfolio
| Instrument | Weight |
|---|---|
| Titan | 16 |
| ITC | 15.7 |
| United Spirit | 15.5 |
| HDFC Life | 11.2 |
| LTTS | 7.5 |
| Pidilite | 6.5 |
| Dr Lal PathLabs | 6.5 |
| Nestle | 6 |
Satellite Portfolio
| Instrument | Weight |
|---|---|
| BCL Ind | 5.7 |
| MAFANG | 4.4 |
| RATNAMANI | 2.4 |
| FINEORG | 2 |
MF - continuing SIP in below MFs -
PPFAS Flexicap
Motilal Midcap
Portfolio Update - Oct2023
No change in Core Portfolio. Entry into Shyam Metalic in Satellite portfolio.
Core Portfolio
| Instrument | Weight |
|---|---|
| Titan | 16 |
| United Spirit | 15 |
| ITC | 14 |
| HDFC Life | 11 |
| LTTS | 7 |
| Pidilite | 7 |
| Dr Lal PathLabs | 6 |
| Nestle | 6 |
Satellite Portfolio
| Instrument | Weight |
|---|---|
| BCL Ind | 5 |
| MAFANG | 5 |
| FINEORG | 4 |
| RATNAMANI | 2 |
| SHYAMMETALIC | 2 |
MF - continuing SIP in below MFs -
PPFAS Flexicap
Motilal Midcap
Per Google finance graphs, I am able to keep my âStocksâ return above Nifty 50, for 6 Month and 1 year period.
Still very early and this is not my goal in anyway. Just sharing.
Portfolio Update - Dec2023
No change in Core Portfolio. Few Entries in Satellite portfolio.
Core Portfolio
| Instrument | Weight |
|---|---|
| Titan | 15 |
| United Spirit | 15 |
| ITC | 13 |
| HDFC Life | 9 |
| LTTS | 7 |
| Pidilite | 6 |
| Dr Lal PathLabs | 5 |
| Nestle | 5 |
Satellite Portfolio
| Instrument | Weight |
|---|---|
| BCL Ind | 7 |
| MAFANG | 5 |
| FINEORG | 3 |
| RATNAMANI | 3 |
| SHYAMMETALIC | 3 |
| CLEANSCIENCE | 1 |
| ACCELYA | 1 |
| BAJEL | 1 |
MF - exited Motilal Midcap, started SIP in Helios Flexicap -
PPFAS Flexicap
Helios Flexicap
Can you elaborate on ur thesis for LTTS ?