Buying quality stocks over years

hi guys,
I was always looking for people who can share their thoughts on my planning.
I want to invest but don't want to loose my sleep or hold something that I am not convinced.
I feel comfortable :

• I handle my own money
• Buying high quality stock that I may not sell unless something is very wrong
• Having Fewer stocks but market leaders
• Having Debt to equity < 0.75
• Holding long term

So I decided a strategy I need your valuable thoughts to help me (also had discussed with Shabbir and glad he adviced really good):

To buy proven high quality stocks, like Asian Paints or Pidilite, in sip manner adding slowly to my portfolio over months.
I will choose 3-4 stocks every year to buy. each month I will buy for 50k or more of each of stocks in small quantity.
Will continue till 5 years until I have significant quantity of 15-20 stocks.
Since I will also be parking some money in funds and gold, the liquidity won't be an issue.

Some of stocks I selected are:

• Sun Pharma
• Lupin
• ITC
• Marico
• HUL
• Nestle
• Asian Paints
• Pidilite
• Crisil
• Titan
• Bayer
• TCS
• Infosys

Please help me with your thoughts.

 

That's the pain point "they will not fall much even when market condition is bad".
In this case should I spread my buying for each stock across 2-3 years and buy it in chunk every month ?

Will it be wise?

Also please add if any other stocks that can add to list.

 

Eicher motors and Page Industries will be addition.

 

Yes . These two can be qualified.
My question is: Eicher Motors - they haven't come with any different models. There's growing competition and the space of bullets is slowly getting penetrated.
if there profit is growing but sales are declining, can it be risk?

 

I am in Mumbai , I too was having continental gt bike from this company. But later switched to ktm.
The craze for bullets is not as much as a year before, at least around me.

I am not watching eicher motors but I read below article.

https://www.google.co.in/amp/auto.e...-42-4-in-april-2017-sells-3089-units/58460486

My personal view does not matter as long as the stock is quality and has good future. I will add it to the list nonetheless ✌️

 

Good strategy.. and company you selected also worth.. I think you need to add some good mid cap stock as well..


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Thanks. Do you have any midcap stocks that can be added to the list?
For mid caps, I think I have to lower the debt to equity ratio criteria.
May be debt to equity < 0.15 will do.


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And thanks again because I was not aware we have mobile app. I just downloaded after seeing your post


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Shabbir bhai has done lot of good things for small investor like us.

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Agreed Niraj. He is doing the great service to guys like us.
In an alternate world () , I would have been following some stock reco. service and would never got nerve to put my hands on "great but expensive" stocks.


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Grogit finance, India Nippon, banco, balmer and lawrey..


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Currently I am buying :
Lupin
Sun Pharma
TCS
Infosys

Only reason is that relatively they are at better price.

This is not at one shot but in chunks.

However, I am confused about prioritising below stocks:

Maruti
Eicher
Bosch
MRF
Bajaj Auto

Which should be priority? Not based on their current valuation but based on my original criteria?

Also if you think any stock should be removed from list, please do let me know. It will be great help.



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Hi
Regarding Bajaj Auto hold on some time before investing fundamentaly valuation is not up to the mark, as well as, financially negative aspects are there, even though the company quality is good , valuation wise very expensive, wait for 2 more qtrs before investing.

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High
Maruti,Eicher,Bosch, Mrf, fundamentaly, valuation wise they are very expensive for investment, they are not good on financial side also, my personal openion don't invest them for the time being.

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I don't think they should be removed but as Shabbir says you have the right stocks but should invest at right price as well and so you have to wait for a very long time to invest in them.

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