Dear All
Please find attached my portfolio .. I hope for guidance to my confusion..â
Company |
# |
Percentage |
Avg Price |
Eicher Motors |
6 |
11.85% |
6,283.32 |
La Opala |
4 |
10.07% |
978.38 |
Ajantha Pharma |
6 |
9.74% |
1,232.86 |
Atul Auto |
4 |
9.34% |
432.44 |
Shilpa Medicure |
2 |
7.45% |
485.68 |
Page Industries |
4 |
7.18% |
6,783.52 |
Avanti Feeds |
2 |
6.96% |
1,342.04 |
Anu Pharma |
1 |
6.58% |
354.00 |
Shriram |
1 |
5.79% |
1,605.00 |
Vinyl Chem |
1 |
5.35% |
29.00 |
Amara Raja |
2 |
4.93% |
406.43 |
Astral Poly |
1 |
4.12% |
678.00 |
Eclerx |
1 |
3.98% |
1,125.00 |
ITC |
3 |
2.85% |
324.97 |
Asian Paints |
3 |
1.86% |
491.96 |
TCS |
1 |
1.43% |
2,410.00 |
PSUBNKBEES |
1 |
0.52% |
298.11 |
Some Background..
I started about 4 years ago taking brokerage advice.. didnt really work out very well.. So I restarted again via Mutual funds moving into stocks again 1 1/2 years ago, reading up and then investing slowly. I ended up adding Asian Paints, Ajantha, TTK Prestige , Eicher, Page ( probably more luck then skill ). I discovered the ocean of VP a few months ago just when I started dispairing at how to pick up stocks at a reasonable rate. I am still trying to learn from all of you since it seems that VP is the forge in which I have to retrain my thought processes.
So some questions to those here far more experienced if you wouldnt mind:
Limiting my purchases: How do i limit my portfolio when i see growth possibilities in so many companies I have read limiting your portfolio increases your return but like the proverbial butterfly I fear flitting from new hot stock to new hot stock.
Choosing between High Cost Proven Performers:A company like Page has shown it's abilities but is currently off it's highs ( I overpaid ) should I pick up more or should i go with Eicher that keeps moving up .. both are long term performers, how do I choose between the two?
Choosing between High cost proven Performers and Low cost high potential companies: With markets pe numbers moving up fast, i have been scouting for lower PE companies ( while adding to my high PE stocks eg. Eicher). How do i capital allocate between the high cost proven high potential stock and the low cost high possibility stock? I have seen Donalds post on how, in some stocks, prices have captured the future earnings and that's when one ought to walk away. I am at a loss on how to do that.
Thanks in advance, Any and all comments will be welcome..