Hello Investors,
I have been silently lurking the hallowed forum of ValuePickr for the last few months. Have learned a lot, still a lot to learn.
A little about me and my investing journey. I am an Advocate by Profession. Was never much into stocks as I always felt it was ‘jua’. I started investing into Mutual Funds in September 2019. It was mostly because of Apps like ET Money and competing with my office colleagues over whos Mutual fund was performing better. In March 2020, the lockdown happened and the market crash happened worldwide.
Overnight, my portfolio went from 8-9 percent up to -54 percent. I didnt know anything about how the market works, but I had seen this meme: ‘Buy when there’s blood in the streets’. I put all my available capital in mutual funds at the time, and well, we know what happened to the market after that.
Over the next few months, I made a lot of money in the market and that caused me to take notice and begin studying the market.
Slowly over the last year, and after many trial and errors, I have constructed my portfolio. Here are a few rules I try to follow wrt to portfolio.
- I never allocate more than 7 percent in a company.
- I only buy companies that I would like to hold forever.
- I tend to stay away from PSUs, Companies with High Debt, and Cyclical companies unless there is a compelling reason.
- I focus on what I feel are the megatrends playing out.
- I focus on companies with growth of 20+ percent/Operating leverage playing out/Industry Tailwinds.
- I try to buy companies with a moat.
I would like to get feedback on my portfolio by the members of ValuePicker and where I might be going wrong. Heres my portfolio along with the allocation of capital invested (current percentages may be different due to CMP increasing or decreasing) and average price (have rounded off to the closest round number).
-
Deepak Nitrite
Average Price: 1500
Capital Allocation: 6 percent -
IEX
Average Price: 300
Capital Allocation: 6 percent -
Gland Pharma
Average Price: 2200
Capital Allocation: 6 percent. -
Ultratech Cement
Average Price: 4200
Capital Allocation: 6 percent -
Asian Paints
Average Price: 2000
Capital Allocation: 5 percent -
Laurus Labs
Average Price: 350
Capital Allocation: 6 percent -
PI Industries
Average Price: 2100
Capital Allocation: 4.5 percent -
Route Mobile:
Average Price: 1400
Capital Allocation: 4.5 percent -
Affle
Average Price: 4500
Capital Allocation: 4 percent -
Tips
Average Price: 1100
Capital Allocation: 3.5 percent -
CDSL
Average Price: 550
Capital Allocation: 4.5 percent -
Mastek
Average Price: 2000
Capital Allocation: 3.5 percent -
Pix Transmission
Average Price: 500
Capital Allocation: 3 percent -
ICICI Securities
Average Price: 400
Capital Allocation: 3 percent -
Divis
Average Price: 3200
Capital Allocation: 3 percent -
Saregama
Average Price: 2100
Capital Allocation: 3 percent -
Strides
Average Price: 800
Capital Allocation: 3 percent -
Syngene
Average Price: 550
Capital Allocation: 2.5 percent -
Sequent
Average Price: 150
Capital Allocation: 2.5 percent -
Indoco Remedies
Average Price: 400
Capital Allocation: 2 percent. -
Manappuram Finance
Average Price: 160
Capital Allocation: 2 percent -
MSTC
Average Price: 250
Capital Allocation: 2 percent -
Borosil Renewables:
Average Price: 220
Capital Allocation: 2 percent. -
Vaibhav Global
Average Price: 800
Capital Allocation: 2 percent. -
Nazara
Average Price: 1500
Capital Allocation: 2 percent -
Fairchem Organics
Average price: 900
Capital Allocation: 2 percent -
Tanla
Average Price: 800
Capital Allocation: 1 percent -
IRCTC
Average Price: 1700
Capital Allocation: 1.5 percent -
Naukri
Average Price: 4200
Capital Allocation: 1 percent -
Praj Industries
Average Price: 350
Capital Allocation: 1 percent -
Deepak Fertilizer
Average Price: 280
Capital Allocation: 1 percent -
HG Infra
Average Price: 350
Capital Allocation: 1 percent
Looking forward to all questions and feedback that you have.