Alchemist's Portfolio

vasa1

Well-known member
#21
Alchemist, please don't misunderstand me, but ....

Which posts of yours do you think are more beneficial to the aam aadmi: the technical or the fundamental?
 

Alchemist

Administrator
Staff member
#22
Alchemist, please don't misunderstand me, but ....

Which posts of yours do you think are more beneficial to the aam aadmi: the technical or the fundamental?
In my opinion, fundamentals should be used to decide what to buy/sell and then techinicals should be used to decide when to buy/sell.

Usually, I don't buy/sell a stock just because of the technicals.
 
#24
I also manage my dad's and brother's accounts.

I don't trade in these accounts and unless, I am sure of the long-term prospects of a stock, I don't buy a stock in their account.

Those two accounts have seen a decent appreciation in last few years and have hardly seen any losses.
We probably need separate threads for Alchemist's brother and dad's portfolio :D

Regards,
Sudhanshu
 

Alchemist

Administrator
Staff member
#28
Bought 50 Sunil Hitech @ 192 as an investment.

Still looking at the details, but as the stock is moving today, I picked up a small quantity.
 

Alchemist

Administrator
Staff member
#31
Current investments:

200 Mangalam Cement @ 132.
100 KS Oils @ 64.25. (May add more later).

-------------------------

Reminder:

I sold Parekh Aluminex and Sunil HiTech because I was not comfortable with the respective managements.

When stocks look too cheap in a bull market, one should be extra careful.

(In bear markets, lot of stocks are actually cheap).
 
#32
Reminder:

I sold Parekh Aluminex and Sunil HiTech because I was not comfortable with the respective managements.

When stocks look too cheap in a bull market, one should be extra careful.

(In bear markets, lot of stocks are actually cheap).
You are absolutely right, I don't find any conviction nor I am comfortable buying at such valuations, If you do find value in some stocks, the management is unknown or the sector not in flavor, I have been trying to search companies quoting at cheap valuations belonging to reputed managements, but there are very few, Have invested in some of them and made money too, but now a lot of tom, dick and harrys are flying around. One should be very cautious, stick to strict stop losses, Although I feel the market may move up in the long run, don't find any value in the short run.
 

Alchemist

Administrator
Staff member
#33
Bought 200 Ratnamani Metals & Tubes @ 109.55.

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Current investments:

200 Mangalam Cement @ 132.
100 KS Oils @ 64.25.
200 Ratnamani Metals & Tubes @ 109.55.
 
#34
Alchemist,

What is you opinion on the following stocks with respect to adding them to your portfolio?

1. Castrol India
2. TCS
3. Tech Mahindra
4. CRISIL
5. Zydus Wellness
 

Alchemist

Administrator
Staff member
#35
Bought 15 A.K. Capital Services @ 302.

I may add more.

If I buy more, I will post.

------------------------------

Current investments:

200 Mangalam Cement @ 132.
100 KS Oils @ 64.25.
200 Ratnamani Metals & Tubes @ 109.55.
15 A.K. Capital Services @ 302.
 

Alchemist

Administrator
Staff member
#39
Is the above stocks you have picked all are for Investment purpose???

If so, what is your Investment horizon?
1-2 years.

I have targets in mind (See individual threads).

If the target for a stock is reached, I may sell fully or partially.

Till then, I will be happy with the dividends..:D.

I am not sure about A.K. Capital.

If the company doesn't increase its dividend this year, I may exit it.
 
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