Shree Portfolio review

Q&A: Questions & Answers
1

Hi,
I am new into investing say about 6 months. Earlier it was managed by my very good friend and have been literally pushed into it as he backed out. Request you all to kindly advice. I am currently holding the following-

Gruh Finance
Rephom
Granul
Lupin
Shilpa Medicare
Centex
Mayuni
Page Industries

I am keen to hold for a long term investment (2 to 3 yrs) but tend to get deviated when i see them making some profit. Like Page Industries is currently on a high and I feel I should book my profit and buy once it drops. Kindly advice

Lupin is a major issue for me as I bought it at 1442 and it does not seem to be coming even close to it.

2

Hi Shree,

So as forum to help you better, it would be great if list down your avg price of holding and % of portfolio (at current rate) of your holdings.

Discussing only names would be of little help to you in my opinion.

PS - i am of the view that i am not offending usage policies of the forum while asking you to do so, as i am also a new joinee :slight_smile:

3

Sure…
Lupin 26.4%, 1442
Page Ind 18.6%,14253
Shilpa Industries 15.4%, 666
Century Textiles 14.3%, 1074
Granules India 8.5%, 143
Gruh finance 7.3%, 401
Mayur Uniquoter 6.3%,388
Repco 3% 755

The above is the percentage share nd the rates at which I have bought them.
Your review would be highly helpful. Thx in advance

4

Hi Shree,

2-3 year horizon means you should be a conservative. >5 yr is for aggressive, concentrated investments.

Hence while creating portfolio, ensure that no sector is alloted > 20% and no stock is alloted > 12% unless there is something very attractive like metals in feb-2016 or banks in sep-2013.

Start with 2-5% in a stock as and when you find it reasonably priced and then accumulate on dips or even on rise if fundamental improves (value > price).

And your issue with Lupin is not the price of 1442 (25 X FY17 EPS) but the weightage of 26% and pharma weightage @ 35%.

1 Like
5

Thank you for ur inputs. I really appreciate it and will keep in mind the points u have stated. Its just that I am not aware of any other gud share in which I should invest.
Any particular site that I should look into for reading ?

6

If you are new to investing, you may want to understand how to value a company and pick stocks. Don’t invest until you understand the basics. I found below link to be very well written for a new investor.
http://www.team-bhp.com/forum/indian-car-scene/187607-guide-investing-shares-automotive-sector.html

1 Like
7

Thank you Vijay.
The link is very useful for the beginners. I got many of my answers.

8

i see approx 50% of portfolio in pharma which is one of most complicated sectors. I understand this could be a contrarian view but a good portfolio must be balanced by sector exposure, currency exposure etc. until and unless you are absolute master of the stock and sector know hidden analysis better than others.

9

Thx Saurabh. I shall keep in mind.