If you want to discuss about your financial needs or investments, we would welcome the opportunity to have a conversation with you.
We short list our stocks based on our proprietary algorithm which helps us identify undervalued stocks with growth opportunities. From this short list, we eliminate a few companies that, we believe, are not transparent. We, then, use our subjective judgment to pick the final list of companies based on the state of economy, business cycles and stock market fancies.
We review and change our portfolio once in a quarter. We typically hold the investment for at least one year to take advantage of long term capital gains tax benefit. Any loss-making investments in our portfolios are sold off as soon as they go out of our model portfolio.
The following is a model portfolio for Rs.15,00,000. Our stock portfolios would look something like this.
| S.NO | Name of the Company | Date of Recommendation | Market Price | No. of shares | Investment amount |
|---|---|---|---|---|---|
| 1 | Graphite India | 03-11-2019 | 456.05 | 219 | 1,00,000 |
| 2 | Coal India | 03-11-2019 | 243.40 | 411 | 1,00,000 |
| 3 | NMDC | 03-11-2019 | 110.80 | 903 | 1,00,000 |
| 4 | JK Paper | 03-11-2019 | 147.45 | 678 | 1,00,000 |
| 5 | Venkys | 03-11-2019 | 2320.60 | 43 | 1,00,000 |
| 6 | Sonata Software | 03-11-2019 | 332.45 | 301 | 1,00,000 |
| 7 | Bharat Electronics | 03-11-2019 | 91.65 | 1091 | 1,00,000 |
| 8 | Vaibhav Global | 03-11-2019 | 649.90 | 154 | 1,00,000 |
| 9 | Gujarat Heavy chemicals | 03-11-2019 | 239.75 | 417 | 1,00,000 |
| 10 | Gujarat Ambuja Exports | 03-11-2019 | 223.90 | 447 | 1,00,000 |
| 11 | Apar Industries | 03-11-2019 | 667.10 | 150 | 1,00,000 |
| 12 | Dilip Buildcon | 03-11-2019 | 599.40 | 167 | 1,00,000 |
| 13 | Gujarat Alkalies and Chemicals | 03-11-2019 | 524.50 | 191 | 1,00,000 |
| 14 | KEI Industries | 03-11-2019 | 397.40 | 252 | 1,00,000 |
| 15 | KEC International | 03-11-2019 | 273.70 | 365 | 1,00,000 |
| Total | 15,00,000 |
Disclaimer: We build portfolios for our clients who pay us for our advice. Our recommendations change from time-to- time. This model portfolio is purely for indicative purposes only and as such anything contained herein should not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. It is important to note that the capital value of, and income from, any investment may go down as well as up and you may not get back the full amount invested.
Alternative investments typically have a low correlation with standard asset classes. This makes them suitable for portfolio diversification and for providing an effective hedge to the portfolio. These investments include venture capital funds, real estate investment trusts, gold bonds, invits, arbitrage funds, etc. We are constantly on the lookout for such opportunities and allocate a small portion after thorough due diligence. We look at a range of factors including liquidity, taxation, expense and yield. However, we ensure that the allocation to all such alternative investments does not exceed 10% of your portfolio.
If you want to discuss about your financial needs or investments, we would welcome the opportunity to have a conversation with you.