Hello everyone, i have been actively investing in direct equity since 2013, while i have been in the process of learning and gaining evaluation skills of my own, i always welcome criticism and contradiction… Today i would like opinions of the wonderful members of valuepicker to share their insights on my portfolio…
1.Kridhan Infra …average buy price 116… 20 percent allocation
2.gnfc … Average buy price 458…16percent allocation
3.jindal saw… Average buy price 86…7percent allocation
4.kalyani steel… Average buy price 74…12percent allocation
5.ptc india… Average buy price 103…7percent allocation
6.tata power… Average buy price 62…31percent
7.bls international…average buy236…7percent
The percentage are based on investment amount and not on the total market value, since scrips like kalyani steel is very old investment, so is tata power, rest are very recent…
I have a longer term view on my investments in excess of 5 years, and i prefer not to exceed more than 8 stocks at any point of time… Present looking for dips to invest in ajmera realty, virinchi, dilip buildcon, sankhya info in descending order of preference…
Please extend your remarks to improve on the current allocations or add on to newer ideas if applicable…
Thanks you all…