Hello Everyone, I am sharing my portfolio for the first time. I shall be sharing further detailed analysis of XIRR, sector analysis as well on the thread I would request for advise, rationals on my portfolio.
-
Long Term 60% of Total Portfolio
| Asian Paints |
8.76% |
| Astral Poly |
7.45% |
| Bajaj Finance |
|
| Bajaj Finserv |
10.98% |
| DIVIS LAB |
8.89% |
| HDFC Bank |
11.14% |
| HDFC Life |
5.07% |
| ICICI Lombard |
3.32% |
| Kotak Mahindra Bank |
3.77% |
| Lal Path Labs |
8.99% |
| Nestle |
3.68% |
| Page Industries |
7.92% |
| Pidilite |
3.68% |
| Titan |
9.13% |
| Trent |
7.21% |
-
Mid Cap 20% of total Portfolio
| Alkyl Amines |
9.94% |
| Cholamandalam |
11.07% |
| Clean Science |
8.66% |
| Garware Technical Fibres |
4.19% |
| HOMEFIRST |
1.67% |
| Larsen & Toubro Tech |
6.76% |
| Mold Tek Pack |
14.49% |
| Nykaa |
1.68% |
| Paushak |
4.08% |
| RAINBOW |
3.63% |
| RHI Magnestia |
2.23% |
| Fine organicS |
2.85% |
| Tata Elxsi (SIP) |
25.88% |
| Cera |
2.84% |
- Wealth@40 - 10% of Total Portfolio
| EQUITASBNK |
3.79% |
| Ganesha Ecosphere |
7.43% |
| GLAND |
0.82% |
| IEX |
29.52% |
| KAYNES |
4.90% |
| KEI |
2.51% |
| KPITTECH |
3.11% |
| LAURUSLABS |
2.00% |
| Policybazaar |
1.20% |
| Sona Comstar |
19.38% |
| JASH |
5.38% |
| VBL |
3.41% |
| Paramount |
3.53% |
-
Only Small Caps 5% of total Portfolio
| ACE |
5.35% |
| Ador Welding |
3.17% |
| Arvind Fashion |
4.32% |
| Borosil |
5.48% |
| Centum Electronice |
6.11% |
| Control Printers |
5.66% |
| Elecon Engineering |
3.87% |
| Good Luck |
5.55% |
| garware hi tech films |
4.52% |
| Gokul Das Exports |
3.28% |
| HBL Power |
6.76% |
| AGI GREEN PACK |
4.99% |
| KDDL Ltd |
5.92% |
| PSP Projects |
4.10% |
| Shivalik |
7.22% |
| Technoe Engin |
3.63% |
| Usha Martin |
3.45% |
| TRIL |
5.56% |
| ICIL |
5.00% |
| Shanti Gear |
6.06% |
-
Very Long Term 5% of total Portfolio
| AIA Engineering |
20.00% |
| Great Eastern Shipping |
18.00% |
| Supreme Industries |
20.00% |
| Amarraja |
18.00% |
| Voltamp |
1.00% |
| Ratnamani Metals |
1.00% |
| Jyothy Lab |
1.00% |
| BERGER |
15.00% |
| Ahluwalia |
10.00% |
4 Likes
Sector wise summary
Top themes
Financials - Including NBFCs, Banks
Building Material Theme - Paints, Pipes, Sanitary ware, Construction companies
A cursory look at the list suggests it has more than 50+ scrips. How do you track so many? What kind of returns has the PF generated if you can share?
I am relatively new investor - say I am investing for past 3 years with major mistakes of adding stocks like Clean Science at higher valuation. I returns are approx around 18pc CAGR
I track the same with the google sheet - google finance on a weekly basis as I am not full time investor.
Also, my portfolio of small cap (Stocks which are ancillary to PSUs) and very long term portfolio ( primarily Nalanda Stocks) are the entry in last 3 months.
I like staying away from PSUs
Thanks, Praveen
Intent here is having too many stocks here with keeping in mind the time horizon also in place,
Like in small and mid cap , wealth@40 , portfolio, I keep booking profit and idea is to allocate profits to Nalanda Portfolio which I recently discovered after I read Pulak Prasad’s book. It’s a portfolio for very long term and e ter then only at fair valuation rather than adding more money to Coffee Can Portfolio which is as obscene valuations. However, I have been able to get decent CAGR 22pc as I actively do allocation changes.
But still there are too many stocks. I am slowly trying to reduce them.
Hi Shashank, as Sonacomstar has consistently decreased its shareholding, isn’t it a red flag?
The decrease in promoter holding of Sonacom star is reflecting at FII holding so it seems fine. One of the reason could be addition of stocks in tax free SPV. So, it isn’t a worry.
Exited Homefirst finance, policybazaar, gland, laurus (may enter laurus if it falls to 300 levels), nykaa, rhi magnestia, and Garware technical fibres.
Increased the allocation of Kotak bank considering valuations and TRIL recently.
Entered West Coast Papers again after 3 years. Shouldn’t have exited it. I still feel Bangur family (promoter of West Coast) is managing it extremely well.
Added Bajaj Finance today
Can you share the reason to add this?
What is the percentage of allocation in your portfolio?
Hi @parthiban91
The allocation is approximate mentioned above.
I still feel that it is strong franchise and is going through consolidation because of Jio finance entry.
Just like the large banks, Bajaj Finance has been able to reduce its cost to income ratio (from 45% to 35% over the past decade). However, as a relatively late entrant and with the handicap of not having a readymade customer base, Bajaj did this by creating a cross sell customer franchise which can be sold multiple products over and over again. Additionally, its performance-oriented culture has meant that 90%+ employees are on monthly/ quarterly target oriented variable pay thus linking a large part of costs directly to revenues.
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Chola looks lucrative at CMP
Exited Nestle
added Narayan Hrudalaya and increased allocation to Rainbow considering a correction in hospital stocks
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