An update post 9 months:
- My Equity Portfolio(except ESOPs) grew by 30% mostly due to new investments/buying the dip. Overall unrealized profit down 13% from top
Some key changes - Exited Goldbees with minimal gains, as I needed some funds to buy a Real estate property. Didn’t time the exit well and this was pre Russia/Ukraine war, also not unhappy as its hard to time the market
- New investments went into Niftybees and Mutual funds, except where I found value (ex: HDFCBank) - Mainly the below MFs. Mainly because I didn’t find value or didn’t have enough time for research
MIRAE ASSET LARGE CAP FUND - DIRECT PLAN
AXIS MIDCAP FUND - DIRECT PLAN
PARAG PARIKH FLEXI CAP FUND - DIRECT PLAN
- Below is how the portfolio looks currently, HDFC AMC & AMARA RAJA the laggards, other stocks either stable or better than NIFTY
- Conviction remains the same on most of the stocks, hence no exit
- Have 10% in cash looking for opportunity
| Stock/MF | % Allocation |
|---|---|
| ITC | 15.22451897 |
| HDFCLIFE | 14.82949344 |
| MIRAE ASSET LARGE CAP FUND - DIRECT PLAN | 12.34067298 |
| NIFTYBEES | 11.63009792 |
| MCDOWELL-N | 10.70549184 |
| HDFCBANK | 9.519240583 |
| INFY | 5.152115836 |
| HINDUNILVR | 4.921417767 |
| NESTLEIND | 4.771494652 |
| TECHM | 4.20473109 |
| PARAG PARIKH FLEXI CAP FUND - DIRECT PLAN | 3.566243411 |
| AMARAJABAT | 3.35322792 |
| AXIS MIDCAP FUND - DIRECT PLAN | 3.339006981 |
| PIDILITIND | 3.272437809 |
| BRITANNIA | 3.042541805 |
| HDFCAMC | 2.351946892 |
| KOTAKBANK | 2.347020819 |
| HBANKETF | 0.652818255 |