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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » Portfolio below 1mn - experts please advise

Portfolio below 1mn - experts please advise

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OneYear


Manager - Equity Analytics
Manager - Equity Analytics
I am going to change my strategy on the portfolio. Main points are mentioned below.

1. Maximum number of investment would be only in 10 companies
2. Maximum One company investment would be limited to 20% of the total portfolio value
3. 5% to 10% of the portfolio would be maintained in cash to get sudden opportunities
4. Out of total investment at least 70% would be in fundamentally sound shares and the balance would be in speculative counters
5. Stop loss limit would be 5%

Please help me to develop this to a good portfolio strategy and add whatever missing points.

Thanks in advance.

RPPA


Expert
Expert
@OneYear wrote:I am going to change my strategy on the portfolio. Main points are mentioned below.

1. Maximum number of investment would be only in 10 companies
2. Maximum  One company investment would be limited to 20% of the total portfolio value
3.  5% to 10% of the portfolio would be maintained in cash to get sudden opportunities
4. Out of total investment at least 70% would be in fundamentally sound shares and the balance would be in speculative counters
5. Stop loss limit would be 5%

Please help me to develop this to a good portfolio strategy and add whatever missing points.

Thanks in advance.

The points you have stated above shows that you have a decent knowledge in managing risks when dealing in shares. Need to define what is the expected return on investments & trading both. Holding period of investments can be added to your policy.

But anyway don't make things complicated. Very Happy

OneYear


Manager - Equity Analytics
Manager - Equity Analytics
Thanks RPPA for valuable comment. Can you please tell me this. Let's say I bought cfvf based on fundamentals. But will it mean I should buy it only for investment purpose. I am bit of confuse in point 4 above and investment vs trading.

Return on investment - thanks. I will add it

Holding period - will you be able to suggest this for me. I know it depends on various factors. But please advise me.

RPPA


Expert
Expert
@OneYear wrote:Thanks RPPA for valuable comment. Can you please tell me this. Let's say I bought cfvf based on fundamentals. But will it mean I should buy it only for investment purpose. I am bit of confuse in point 4 above and investment vs trading.

Return on investment - thanks. I will add it

Holding period - will you be able to suggest this for me. I know it depends on various factors. But please advise me.

For me investments for mid term & long term should depend on the market sentiments.i would say the period fol last 6 months to 1year forward minimum the market will perform better with temporary fluctuations here & there. (When market is dull & beare  L/T should be more than 1 year)
For me now days mid term is less than 6 months & long term is more than 6 months.The reason is prices have appreciated some what & i don't want to hold for too long when the market is sliding.

And for investment say min: ROI % than holding period will be better.Then can dispose at the expected price.

For trading you are not expecting to hold for too long & most locations can't expect bigger returns. Though there may be stocks that could appreciate 50% in 3 days.So for trading holding period is the key.

People may argue against the above.But this strategy works for me.So i am sticking to it.

OneYear


Manager - Equity Analytics
Manager - Equity Analytics
@RPPA wrote:
@OneYear wrote:Thanks RPPA for valuable comment. Can you please tell me this. Let's say I bought cfvf based on fundamentals. But will it mean I should buy it only for investment purpose. I am bit of confuse in point 4 above and investment vs trading.

Return on investment - thanks. I will add it

Holding period - will you be able to suggest this for me. I know it depends on various factors. But please advise me.

For me investments for mid term & long term should depend on the market sentiments.i would say the period fol last 6 months to 1year forward minimum the market will perform better with temporary fluctuations here & there. (When market is dull & beare  L/T should be more than 1 year)
For me now days mid term is less than 6 months & long term is more than 6 months.The reason is prices have appreciated some what & i don't want to hold for too long when the market is sliding.

And for investment say min: ROI % than holding period will be better.Then can dispose at the expected price.

For trading you are not expecting to hold for too long & most locations can't expect bigger returns. Though there may be stocks that could appreciate 50% in 3 days.So for trading holding period is the key.

People may argue against the above.But this strategy works for me.So i am sticking to it.

Thanks a lot RPPA. I think I understood your way of holding period and ROI strategy. It is really valuable and take my thinking to some different areas I didnt think earlier.

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