Equity Insights Elite
Equity Insights Elite

@EquityInsightss

7 Tweets 10 reads Oct 07, 2023
#Portfolio Revealed
Current Allocations
#Largecaps 10%
#Midcaps 20%
#Smallcaps 70%
Increased a lot of my allocation in smallcap stocks with high growth and Reasonable Valuations
Trimmed little in Largecap
Top Allocations
#Angelone
#Pricol
#KamaH
#krsnaa
#Thyrocare
#IndigoP
Invested in Diverse Sectors
Major Allocation in Healthcare, Financials, Auto Anc, IT, Chemicals, Consumption
Total 40 stocks
With 80% allocation in Top 25 stocks and tracking positions in rest
Will increase allocation gradually
#VaibhavGlobal
#NH
#HCG
#IIFL
#Laurus
#Equitas
Majority of the stocks are high growth with Reasonable Valuations
My target 🎯 is compound my Portfolio above 25 % CAGR
I track quarterly results and attend concalls of every stock that I track
#BajajFinance
#Metropolis
#IGL
#Fluorochem
#Naukri
#Fiem
If I am disappointed with any results or concall, I may exit immediately and find a better opportunity, whether I am in Profit/ Loss doesn't matter
Main Objective is business fundamentals should be intact, If any deviation I may exit
#PI
#Kotakbank
#Hcltech
#AxisBank
#LTIM
Please do not copy πŸ™ my PF mindlessly
I will not be responsible for your losses/gain
Understand all the risks involved
I may exit/add any stock without prior information
No stock is a recommendation, Everything is for educational purposes
No one shows/update the Pf in public
Everyone is interested in showing fake SS and PNL
Many will say Made 10/100 X in a stock
Ask them to show them the proof
They will never show because they never made that kind of money
I have been showing for Transprency, Accountability and Trust
This is my investing journal which I tend to revisit everytime
I am able to track my Portfolio evolution, Mistakes and Winners
That's all for the day
CheersπŸ₯‚
If you like my work
Do follow
As It motivates me a lot

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