Nice concentrated TED-flavoured portfolio (55% in Page, Mayur, Titan, Hawkins, and Whirlpool). I feel Unichem is a good investment quality stock.
Subhash ji, I agree with you about Unichem… Currently my portfloio is not too big, so i keep 30% of it in trading bets which generates income ( Produces capital for some good investment worthy stocks… )
Read the complete thread on Unichem and a few research reports. Developing a bit of conviction with Unichem. I think Hiteshji’s belief is waranted. Recently sold off Titan. Planning to convert it to Unichem and YES Bank. Also planning to reduce a bit of Mayur. The growth seems to have tapered off due to the sectoral headwinds.
[quote="rohit1889, post:6, topic:321825618"]
> Seniors, pls have a look at my portfolio.
>
> 36%
>
> Ajanta Pharma
>
> | 12%
>
> Repco Home
>
> | 11%
>
> VST Tillers
>
> | 10%
>
> Hawkins Cooker
>
> | 11%
>
> Reduced Hawkins recently as it had a lot of opportunity cost. Wipro is a trading bet. PFA attached chart. Recently entered Ajanta.
>
> Have been holding PAGE since 2500. Entered VST Tillers 2-3 months back.
[/quote]
Page is too high. Do not use full LAS on Page if you are taking it. You can keep holding it. I do not have any arguments to reduce it except for portfolo re-balancing. You can use your cash between Repco and Ajantha. Once Hawkins catches up VST can be merged into hawkins. But till then all is well.
Company | % allocation |
Page Industries | 11% |
Wipro |
9% | Cash |