This is Vishagan, working as a senior consultant with 11 years of experience in IT. I have been reading investment related books since 2017 & managed to find a cashflow model that helps me to maintain the healthy financial position to my advantage.
I’ll start sharing my rational decision behind the investments in upcoming days. To start with
NATCO is the biggest holding in my portfolio: when i started accumulating this stock, The operating profit margins (OPM) contracted to 13.5% in FY2022 from 29.5% in FY2021, primarily due to write-downof large Covid-19 inventory and provisioning of credit losses amounting to Rs. 282 crore. Adjusting for the write offs, the OPM remained healthy at 28.0% in FY2022.
I thought this was an One-Time write off and accumlated it.
Please feel free to share your views on my holdings, as an amateur investor i’m open for constructive feedbacks.
Welcome to VP.Please refer to the other portfolio threads and check how can you make your better. You need to mention thesis, %of your holding and buy average( If possible).
H Vishagan,
You are currently in your early 30s or are you chasing financial freedom in early 30s, with this portfolio …
As an investor, understanding sectoral tailwinds and headwinds is very important and can be a determinant of pf returns. Currently renewables, recycling, agri, Oil & gas to some extent (and also healthcare) are sectors which seem to be having tailwinds - so ideally one must analyse these sectors and find companies doing well
Thanks for checking, i’m currently in early 30’s. This is my direct portfolio investments, which is just around 15% of my overall networth. So this is my passion to invest in direct stocks.
Yes, like you rightly pointed out about the sectoral tailwinds & headwinds. I have trimmed my positions by booking profits recently on NMDC, COAL India, NATCO, POWER GRID, ORACLE. not all booking on same day or month over the months.
so basically i do monthly SIP’s on stocks.
Currently accumulating HDFC Bank, Kotak Bank & Mahanagar Gas.
