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Portfolio advisor

Discussion in 'Investment Analysis' started by laveshdixit, Aug 20, 2019.

  1. laveshdixit

    laveshdixit Responder

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    Hi Shabbir,

    I have a current portfolio of 10x (where x is a number). I would like to add 10x amount in my existing portfolio but probably NOT the same stocks but in a SIP way (50% lumpsum and remaining 50% in the next 5 months). The stocks that I have identified are as below.

    (Unable to upload .xlsx file) so copying the content. (Sr No, Stocks, Sector, Mcap).

    Sr No Stocks Sector Mcap
    1 Symphony Consumer D 8,500
    2 Relaxo Consumer D 10,500
    3 Syngene Health Care 12,200
    4 Aarti industries Materials 15,000
    5 Tata global Consumer S 16,600
    6 Bata India Consumer D 18,000
    7 Colgate Palmolive Consumer S 33,000
    8 IndusInd Bank Financials 83,000
    9 HDFC Life Financials 1,10,000
    10 Asian paints Materials 1,50,000
    11 Kotak Bank Financials 2,90,000
    12 Hindustan Unilever Consumer S 3,95,000
    13 Reliance Industries Energy 8,10,000

    Now the help I need is that

    a. I want to narrow down on these stocks (from 13 to 5).
    b. I need to get the details about (PE, PB, ROE, ROCE, PEG, EPS growth, Revenue growth - Avg 5 years for all the parameters), Free float Mcap. Will I need to go through different sites (like MC, Investello, Screener, Value research) or can I get all the information at one place.
    The above would help me to validate my choice of stocks

    Regards
    Lavesh
     
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  2. shabbir

    shabbir Administrator Staff Member

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    Screener is good for all those that you want.

    If you ask me 5 it will be tough for me because I am purely small and midcap investor. Most of your companies are in the large cap category.

    Symphony, Colgate and Bata are the companies I track and so will be good in my portfolio. If I am allowed to add some more from outside, it will be Marico and Page Industries for sure.

    Moreover, don't pick a stock to invest. Investing is less about numbers and more about the team doing the business. Invest in the team doing the business.
     
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  3. laveshdixit

    laveshdixit Responder

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    Thanks Shabbir for the quick response.
    I can't agree more on "Investing is less about numbers and more about the team doing the business."
    Are there any sound principles/ground rules (tangible ways) by which one can judge the management and the team.

    But numbers are important since one should be investing in a business that is already running on high valuations? Is that not right?
     
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  4. shabbir

    shabbir Administrator Staff Member

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    nirajshah likes this.