Valuepickr average public portfolio - making sense of the portfolio section

Hi,

Have you ever wondered/wanted to know what are the most liked stocks of valuepickr after Mayur Uniquoter, and many such analytics. I have created a spreadsheet with most of the valuepickr public portfolio. Hopefully it will be helpful to all.

Company Subash Nayak Hitesh Patel andy12pm Rudra_brother Sandeep Somani Hemant IamVinod Vinod MS
Average
Mayur Uniquoter 23 12 24 29 14 20 30 15

20.88
Unichem
12 7 14 2 8
6

6.13
Kaveri Seeds 12 15


13
8

6.00
Atul Auto
8


12 10 8

4.75
Alembic 15
8



6

3.63
Dishman 18
5 5





3.50
Hawkins
12 1 15





3.50
Balkrishna


13
12



3.13
Granule 9



15



3.00
Muthoot Capital
5



10 7

2.75
Wimplast





20


2.50
Cera Sanitaryware 7



12



2.38
Ajanta 12 5







2.13
Page
8 7






1.88
FDC
8




6

1.75
GRP
5




8

1.63
Nesco



7

6

1.63
Astral






12

1.50
Thangamyl

1


10


1.38
TTK Prestige

11






1.38
Supreme Industry

7






0.88
TBZ
5







0.63
GRUH Finance

4






0.50
Wockhardt

3






0.38
Indag

3






0.38
Divis 2








0.25
Valuepickr_portfolio.xlsx (11 KB)

Not Bad! Good Initiative, Subash!

This isn’t a representative sample yet, so too much shouldn’t be read into it. Does throw up some trends though:)

Guys, this is another incentive for making your Portfolio Public, harness community intelligence:), seek guidance and refine your allocations. The more you guys share your portfolio, the more representative this sampling will become, and the more useful!

Mayur Uni, stands out all alone to be winner based on the consolidated Public Portfolio’s as shared by Subash. Even though each company works in different businesses, but fundamentally what makes Mayur Uni, a great business from other’s. Is it excellence in operation, delivery & process with clear vision.?

Hi,

Consolidated portfolio has a new web-link, which will get updated as and when I do modification to it.

https://www.dropbox.com/s/g3l5ulaj4m93cqe/Valuepickr_portfolio.xlsx

hi subash,

i am unable to open this link. is there any alternative link you can post this at?

https://www.dropbox.com/s/g3l5ulaj4m93cqe/Valuepickr_portfolio.xlsx Link: https://www.dropbox.com/s/g3l5ulaj4m93cqe/Valuepickr_portfolio.xlsx

Subash, thank you for the effort. I really appreciate it.

Please note TTK in my portfolio is not reflected correctly in the spreadsheet.

Hi Hemant,

No idea, it seems Ramana is able to view it without any issue. I am also able to download it even after logging off from dropbox website. I am using latest firefox browser. May be you can send me a screenshot of the page you are getting to my mail id subash.nayak@gmail.com, and I can have a look at it.

Is anyone else facing issue with opening the excel sheet?

Regards,

-Subash

Hi,

Consolidated portfolio has a new web-link, which will get updated as and when I do modification to it.

https://www.dropbox.com/s/g3l5ulaj4m93cqe/Valuepickr_portfolio.xlsx Link: https://www.dropbox.com/s/g3l5ulaj4m93cqe/Valuepickr_portfolio.xlsx

Hi Hemant,

Can you please try this link

https://dl.dropbox.com/u/46169889/Value_pickr/Valuepickr_portfolio.xlsx

Regards,

-Subash

subash.nayak@gmail.com Link: mailto:subash.nayak@gmail.com ,

hi subash,

i am unable to open this link. is there any alternative link you can post this at?

https://www.dropbox.com/s/g3l5ulaj4m93cqe/Valuepickr_portfolio.xlsx Link: https://www.dropbox.com/s/g3l5ulaj4m93cqe/Valuepickr_portfolio.xlsx

I am also using Firefox. Looks like it is browser related issue.