Ever since I posted my article on Midcap recommendations, I have been getting emails from a few readers asking for stock recommendations, mutual fund ideas, SIP investments etc. As it is practically impossible to answer all queries by email, I thought of making it simpler by publicly posting my stock portfolio in this post (which I hope to keep updating at least once in a quarter)
Note: Before attempting to invest in any of these stocks, I strongly urge you to read through the rest of this post – especially the Disclaimer section.
My Equity Portfolio
* Last updated on 5-December-2018
1. Long Term Basket (5+ Years)
* Last actions:
Added more ONGC, Entered M&M
Booked profit on Asian Paints, Aurobindo Pharma, Bajan Finaince, HCL Technologies, HUL
Exited Kotak Gold ETF completely
| Stock Name | Investment Horizon | Status |
| Lupin Ltd | Long Term | LOSS |
| Mahindra & Mahindra | Long Term | PROFIT |
| NMDC | Long Term | PROFIT |
| ONGC | Long Term | LOSS |
2. Medium Term Basket (6 Months to 5 Years)
(# Some of these stocks may be moved to Long Term basket later)
* Last action:
Entered HPCL and Karnataka Bank
| Stock Name | Investment Horizon | Status |
| HPCL | Long Term | LOSS |
| IDFC | Medium Term | LOSS |
| IDFC Bank | Medium Term | PROFIT |
| Karnataka Bank | Medium Term | PROFIT |
| Subex Ltd | Medium Term | LOSS |
3. Short Term – Swing Trade Basket (Few Days to Weeks)
* Last action:
Booked Profit on ITC, Entered DHFL, NTPC, Vakrangee
| Stock Name | Investment Horizon | Status |
| DHFL | Short Term | LOSS |
| NTPC | Short Term | LOSS |
| Vakrangee | Short Term | LOSS |
My Investor profile
I am retired Software professional who took an early retirement from the IT industry to pursue a few simpler interests in life. I have been an investor in the equity market for many years but stopped the same just about an year before my retirement due to change in risk profile. However, seeing the new majority government in action at the center (and my own need to build wealth post retirement), I decided to get back to the stock market again to ride the bull run. I intent to build a portfolio of 5-10 stocks in the coming weeks with special focus on mid caps with good valuation that I intent to keep from 6 months up to 5 years. At the same time, I plan to allocate a bigger chunk towards well known large caps and blue-chip companies with very long term view (5-25 years). There’s also some swing trade or short term positions that I hold from time to time.
By the way, direct equities form only about 20% of my overall portfolio due to my investment risk profile. I also do trading in equities once in a while but that’s more for fun. I am 99% an investor (and less of a trader) with medium to long term goals. I am also invested heavily in mutual funds (~30%) and that’s what is giving me real good returns from long term point of view. Having said that, I must say that I have the knack of picking the right stocks at the right time but since I exited them too early, I ended up having limited profits from stocks as compared to my funds. I plan to rectify this with my new approach of having buy-and-forget large/mid caps stocks in one basket, medium term picks in another and swing trade/short term picks in yet another as shown in the three tables here.
Disclaimer
The stocks listed here are actually part of my portfolio and it doesn’t necessarily mean a recommendation to your investment goals. Further, here in this forum, I will NOT be discussing why I bought certain stocks, when I bought/sold, target price etc. All financial details, disclosures, news and research reports of the stocks mentioned here are available on portals like Bombay Stock Exchange or Moneycontrol.com. Hence, you are requested to do your own research and adjudge the suitability of the stocks mentioned here for your kind of investments.
The long term portfolio mentioned here may not be of interest to many people who are in the look out of quick bucks from the stock market. However, some of the stocks mentioned in the short to medium term portfolio (second table) may interest some of you.
Further, I am not a qualified Financial Adviser or portfolio manager to help you with your investment needs. Any loss or gain that may be resulted from investing in the stocks mentioned here may not be attributed to me.
Good luck in your equity investments!