Hi All,
So May 2014 has been a good month for India (election) and personally for me as well (Landed a new job.)
Now I am planning to infuse the 'pay hike' into equity through SIP. So I have two options -
1) Equity MF
2) Direct equity - Manage my own equity MF ;)
Following is the planned investment. I would appreciate any comments/suggestion for modifications/brickbats.
I have also provided my current portfolio for reference.
| Stock | Allocation | Comment |
| Astral Poly | 20% | Astral is already my largest holding @ ~18% of my portfolio. Should I invest more? |
| Atul Auto | 20% | |
| Repco | 20% | |
| VST Tillers | 20% | |
| Ajanta Pharma | 20% |
- Valuation of page has always deterred me from entering it. A good candidate for SIP?
My current portfolio is as mentioned below
| Stock | Allocation | Comment |
| Astral Poly | 18.70% | 1-Core |
| Mayur Uni | 11.49% | 1-Core |
| Selan Exp | 11.47% | 1-Core |
| Cera | 9.56% | 1-Core |
| Kaveri Seeds | 6.93% | 1-Core |
| Supreme Ind | 6.57% | 1-Core |
| Atul Auto | 4.01% | 2-Want to Make Core |
| Ajanta Pharma | 3.92% | 2-Want to Make Core |
| Repco Home | 3.75% | 2-Want to Make Core |
| Shilpa Medicare | 3.68% | 3-Hold |
| Mirza International | 3.02% | 3-Hold |
| Alembic Pharma | 2.75% | 3-Hold |
| IndusInd Bank | 2.59% | 3-Hold |
| Orient Cement | 2.70% | 4-Opportunistic Bet |
| KNR Construction | 2.66% | 4-Opportunistic Bet |
| Swelect | 1.62% | 4-Opportunistic Bet |
| Gulshan Poly | 1.81% | 5-Token |
| Poly Medicure | 0.79% | 5-Token |
| Amara Raja | 0.71% | 5-Token |
| VST Tillers | 0.64% | 5-Token |
| Liberty Shoes | 0.64% | 5-Token |