Rohit's Portfolio : Requesting Feedback

Q&A: Questions & Answers Portfolio Q&A
1

Quick Background - I am a newbie to direct stock investing, and I used to invest through mutual funds earlier. Fortunately I got done with a lot of obligations - student loan, marriage ka kharcha, house loan just before the COVID crash. This pushed up my savings rate to 75% from the earlier 20% at which point I decided to start investing directly.

A lot of my picks have come through research on Valupickr, a close knit stock group and my own job - I work as a consultant at an MBB firm where I get to work directly with CXO in some of the stocks/sectors I invested in.

I invest my cash flow in the following manner:
a. 60% Direct Equities
b. 10% Crypto
c. 15% Mutual Funds
d. 15% Debt/Cash on Hand

I think of my portfolio in terms of baskets - I tend to buy 2-3 players in same space. Would be great to have everyone’s opinion as we enter into a choppy territory ahead. Feedbacks on stocks and cash flow allocation will be greatly appreciated :slight_smile:

EDIT - I also have 5% tracking positions in IBullReal, Valiant, Stylam, LTTS. Additionally I have booked around 30% of capital as gains till now

Here are my picks and rationale:

Screenshot 2021-09-04 at 1.12.47 AM
Screenshot 2021-09-04 at 1.12.47 AM1920Ă—1325 295 KB

11 Likes
2

Great picks! Prince pipes should start its upward journey again…I am also tracking it to initiate position

3

Hi Rohit,
Your stock selections are good. But, can you explain why there is no financial, infrastructure & Auto stocks.

It is the best time to enter when they are low and hated.

4

Thanks ! Yes, Piping sector should do well from here.

5

Thank you ! As i mentioned I have 15% exposure in Mutual funds - it’s largely Bluechip (Large Cap IT/Financials), so didn’t see the point in buying again directly. But I added Equitas at 3% of PF

On the Infra front - I added IBull Real as 4% of portfolio. I keep trading in KNR/PNC/NCC - I don’t want to hold them as LT stocks as receivables will always be under pressure.

I have limited understanding of Auto so have avoided till now - always seems to be some headwind !

6

Hi Rohit…can you please tell the name of your MF schemes…