I have been visiting this website for last two yrs and found it very very useful especially the conversations on various stocks and portfolios.
I have restarted my stock investing two yrs back and have learned hard way. Read books on Lynch, Buffet, read all Motilal oswal wealth creation studies, RJ style of investing and have also understood how various PE firms goes about investing in between while I am continuously been investing.
Have been partly influenced by Lynch principles of finding multibagger stocks, Buffet long term competitive advantage strategy, Motilal Oswal UU style of investing and Nalanda capital / RJ impeccable track record of acquiring chunk of stake in a company and thorough research.
Currently I plan to read Rita Mcgrath’s End of long term competitive advantage.
Through my continuous endeavor to perfect the portfolio construction I have devised 3 way strategy or lets say I have 3 simultaneously portfolios.
All combined giving me a overall profit of 35% including some dividends.
Portfolio-1 - I call it - WEALTH CREATION PLAN FOR 2020 - INSPIRED BY BUFFET AND LYNCH PRINCIPLES -
Rules - It has max 12-15 stocks, high consistentROE >20%, proven multibaggers in past wld be great, plan to invest in a stock for min 5 yrs, practically negligible debt, preferably old company with great management and focus on core competence.
I have so far 14 stocks here as listed below - Booked out earlier from ICICI, AXIS, Titan, with huge profits to concentrate on few stocks
1). Lupin @ 530
2). Biocon @ 272
3). Alembic pharma @ 51
4). Bayer crop science @ 1565
5). Rallis India @ 124
6). Zydus wellness @ 515
7). Yes bank @ 324
8). DHFL @ 164
9). VGuard @ 420
10). Cairn India @ 311
11). Persistent @ 404
12). Jyothy Lab @ 165
13). NRB Bearings @ 14
14). M&M Fin @ 238
Currently My eye is on TTK Prestige, P&G, Titan, Glaxo Consumer, pidilite, Bajaj corp in case any of them comes down substantially.
Portfolio-2 - I call it -FORTUNE MAKERFOR 2020 - FOCUSSING ON EMERGING/FUTURE THEMES AND BUSINESS - INSPIRED BY CHANGING TRENDS, PE stakes over 5% in a particular emerging business, MO UU style of investing
I have 5 stocks here currently - earlier booked out of Delta corp with huge profits
1). Lovable Lingerie @ 288 - Play on women’s innerwear branded, unorganized to organized with more working women this could see explosive growth
2). 8kmiles software @ 106 - SMAC
3). Specialty restaurants @ 179 - Fine dining and QSR theme
4). Prime Focus @ 47 - TV cloud and digital media supply chain solutions
5). TV18 - Media Broadcasting
Currently on my radar in this space is Max India, PVR, TCIL, Delta Corp, Kaveri seeds, if any of them come down heavily
I would request fellow boarders to comment and give their observations.