Prudent Investor's Portfolio

ramkasi

Active member
prudentjee still can't see :dontknow:your updated PF, Do you have any predetermined target from your PF in your mind. Why not updating here itself :cheers:?
 
prudentjee still can't see :dontknow:your updated PF, Do you have any predetermined target from your PF in your mind. Why not updating here itself :cheers:?
Will update pf shortly along with a calendar 2013 analysis of mistakes. The reason for putting it updated at one place is to have better availability, as many wouldn't be conversant with this site.

In terms of XIRR on cash flows the father's PF is doing around 21% CAGR (Mar-09 to Dec-13). The Target is to reach 26% CAGR on a continued basis. Refer this for inspiration (Mohnish Pabrai - Columbia Compounding Presentation - YouTube)
 
Nice investing. It takes some skill to generate alpha without leverage.

I have seen the portfolio on your blog. It is diversified well covering various sectors.

Maybe you could also try some international diversification.
 
prudent what do you think about the fall in alembic pharma price yesterday, is this only profit booking at higher levels?

I exited yesterday at around 235 to book profits. [Won't want to lose profits in a swing trade]
 
prudent what do you think about the fall in alembic pharma price yesterday, is this only profit booking at higher levels?

I exited yesterday at around 235 to book profits. [Won't want to lose profits in a swing trade]
Alembic is on a right footing with decent focused growth in Specialty therapies on domestic front and international generics.

Refer the latest presentation.

http://www.alembic-india.com/upload/05Investor%20Presentation%20Q3_13-14.pdf

It is best not to do frequent trading as you incur additional costs in terms of brokerage, taxes etc and lose out on compounding.
 
It is best not to do frequent trading as you incur additional costs in terms of brokerage, taxes etc and lose out on compounding.
prudent which one will you think provides Good opportunity at CMP Ajanta or Alembic or Shilpa or Torrent Pharma?

or all the four deserve to be part of a core portfolio by dividing the capital equally?
 
prudent which one will you think provides Good opportunity at CMP Ajanta or Alembic or Shilpa or Torrent Pharma?

or all the four deserve to be part of a core portfolio by dividing the capital equally?
I am more bullish on Shilpa, Ajanta and Alembic in that order.

Torrent Pharma is also an excellent company, however I do not track that closely in order to make a comment.
 
An eventful year comes to an end. Portfolio performance had been more than satisfactory. Hope to learn from the mistakes and not repeat them hence forth.



Note: Brother's portfolio was liquidated in full early January, to fund purchase of his first house.
 
An eventful year comes to an end. Portfolio performance had been more than satisfactory. Hope to learn from the mistakes and not repeat them hence forth.



Note: Brother's portfolio was liquidated in full early January, to fund purchase of his first house.
The growth since inception %age doesn't show the annual growth percentage. Instead it shows the net growth percentage which isn't a figure which is very useful. I think it may be more useful to show the annual growth %age.
 
Excellent achievement.
Play safe and sure instead of speculating.
Thanks

We need to heed to the Buffet quote
"Wall Street makes its money on activity, you make your money on inactivity."
The growth since inception %age doesn't show the annual growth percentage. Instead it shows the net growth percentage which isn't a figure which is very useful. I think it may be more useful to show the annual growth %age.
Yes, will update that on next quarter end. Agreed the CAGR would be much lower since inception. However, since most of the cash was deployed in 2012-13 the CAGR based on cash flows is significantly better.
 
Looking at the portfolio thread after a long time, brings back nostalgia about the journey.

The current crash can be looked into to focus on companies with zero debt/strong $ earnings primarily Pharma names.

Also companies whose raw material is crude derivative would do very well mainly in paints, lubricants, plastics and packaging. Here again focus should be on low debt and strong execution names.

Happy Investing!
 
Looking at the portfolio thread after a long time, brings back nostalgia about the journey.

The current crash can be looked into to focus on companies with zero debt/strong $ earnings primarily Pharma names.

Also companies whose raw material is crude derivative would do very well mainly in paints, lubricants, plastics and packaging. Here again focus should be on low debt and strong execution names.

Happy Investing!
Any specific stocks based on your criteria?
 
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