Wealth Accumulators : Stock picks for long term portfolio

Q&A: Questions & Answers Portfolio Q&A
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Dear Friends,

Below is my portfolio for long term :

  1. Asian Paints : Market leader in paints industry, excellent quality, ROE of 25%, consistent growth in sales & profit, high institutional holding of 28%, will grow at fast pace once the real estate sector is back in groove which is expected soon…

  2. Bajaj Finance : Leader in NBFCs, excellent quality, excellent use of technology in their processes, ROE of 16%, consistent growth in sales, PAT, EPS, high institutional holdings…

  3. TCS : Leading the IT sector in India, excellent quality & brand value, revenue from all parts of the world, consistent growth in sales, PAT, high institutional holdings, ROE of 35%…

  4. HDFC Life Insurance : leading life insurance company in private sector, tremendous scope of growth especially after the pandemic, trustworthy brand…

  5. Astral Ltd. : leading the plastic products industry in India, trustworthy brand, govt plan to invest hugely in this sector ( reflecting in the annual budget as well ), ROE of 18%, debt to equity ratio is also low, net profit growth of 238% ( March’ 21 result ), high institutional holdings…

  6. Relaxo Footwears : leading footwear brand of India, ROE of 18%, net profit growth of 97% ( March’ 21 result ), consistent returns over last 3 years…

  7. Thyrocare : one of the finest & growing pathalogy labs of India, ROE of 21%, low debt to equity ratio, high institutional holdings, increasing penetration in tier 2 & 3 cities…

  8. ICICI Bank : strong brand of India, will play substantial role in making India 5 trillion economy, best yearly results amongst banks ( March’ 21 ), strong provision coverage ratio of 62%, high capital adequacy ratio of 15.6 %, declared positive results for the last consecutive 10 quarters, very high institutional holding of 90%…

  9. HUL : strong & trustworthy brand, largest player in the consumer segment, strong fundamentals with ROE of 60%, consistent growth in sales & PAT & excellent quality…

  10. Titan : very strong brand, consistent performer & wealth accumulator for many years, , ROCE of 25.6%, high institutional holding of 30%, excellent quality…

Will welcome your suggestions/recommendations…

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