Excellent returns. Commendable performance.
I remember you pulled out money to buy a home. Did you offset the LTCG tax with the home purchase under section 54F?
Another curious question, with quick decisions to exit stocks, have you ever found yourself in a situation where the stock you exited moved up significantly soon after that you repented selling and kept tracking to re-enter or re-entered?
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Thanks! The stocks mentioned have a pretty long runway, mostly my investment horizon is 1-2 years, in such cases itās tending to be on the higher side.
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Thanks! Current Returns are just the difference between the current price and the buy levels of the holding. Total Returns are also including the total amount booked so far.
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Thanks! I am only presenting the data points provided by the portfolio tool of value-research website, which I started to use only because I wanted to preserve data whilst changing broker. Zerodha fails to give xirr. I think I have wrongly presented data given by value-research website, they define % PA = XIRR of cash flows, including dividends and interests, I misquoted the % PA as cagr. Sorry for the misunderstanding.
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Thanks! Yes, I will be doing the offset for the current FY. Yes, Shakti pumps is such a case which I did sell only to buy at higher prices later. Maybe more but I donāt think about past actions much, since there is a lot going on in the markets anyway with businesses having good opportunities, many buses keep arriving and leaving all the time!
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Nice set of stocks.
But does current p/e of some of your stocks bother youā¦like Network People has p/e of over 100ā¦
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This is outstanding. This means that 100 INR invested is now worth 950 INR. 9.5 times in 7 years is a dream. Amazing!
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There are several with super high p/e but it has to be seen in context of the super high profit growth, peg ratio is actually quite comfy for NPST compared to others.
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How do you resist selling when market falls heavily as it had done during election and during past month. Wouldnāt it be wise to safeguard our money if some stocks are going down too much during such times. Also when we see all the profits we have gained drained out in a few days.
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Have you exited from RBM Infraā¦ Rationale behind the exit pleaseā¦