Hi All!
Welcome to my limited long only stock portfolio overview. My long only portfolio stock selection is based on business growth potential in next 3-5 years and shareholder value creation by the company.
Stock Summary
| Company | Sector / Cap | Purchase Date | Purchase Price | Current Price |
|---|---|---|---|---|
| Aadhar Housing Finance Limited | HFC / Small | 05 June 2024 | 340 | 340 |
| Aditya Birla Capital | Hold Co/ Mid | 01 Oct 2018 | 120 | 214 |
| Amara Raja Energy | Industrial / Small | 28 July 2023 | 645 | 1224 |
| Astral | Industrial / Mid | 21 Dec 2023 | 1874 | 2106 |
| Bharti Airtel | Telecom / Large | 11 March 2024 | 1202 | 1339 |
| HDFC Life Insurance | Insurance / Large | 21 Sep 2018 | 400 | 551 |
| Infosys | IT / Large | 04 Jan 2018 | 890 | 1429 |
| Jio Financial | Finance / Large | 27 Oct 2023 | 220 | 345 |
| Oracle Financial | IT / Mid | 31 Jul 2020 | 2959 | 7792 |
| Piramal Enterprises | Diversified / Small | 07 Feb 2024 | 922 | 798 |
| Reliance Industries | Energy / Large | 27 Oct 2023 | 2266 | 2844 |
| Sapphire Foods | Consumer / Small | 28 July 2023 | 1298 | 1472 |
Basic risk analysis parameters of my portfolio as on 31st April 2024 are as below:
- Beta is 0.5
- Sharpe is 1.3
- Average PE is 85
- Average PB is 6.6
I welcome any feedback or discussion on my portfolio and the rationale behind my stock selections. Thank you for taking the time to review my investment strategy.