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Stock Portfolio Performance – Update 1

This is an update on price performances of stocks suggested for Dead Monk’s Portfolio.
 
It’s been 3 months since we came up with a list of 15 stocks to hold for long term.  Though 3 months is nothing when talking of long term, we anyways decided to see how individual stocks are doing and if any one demands any special attention.
 
Note- Cyclicals & Misc. are not a part of the Core Portfolio. They are not to be held for long term.
So after 3 months, are we still interested in stocks we suggested initially? Yes we are. But we would also confess that a few other stocks in our watchlist, are keeping us interested.  🙂 As of now, we don’t know if we would use them to replace a few stocks in Dead Monk’s Portfolio. At present, we prefer to keep our portfolio as it is.
Please note that we are just checking price performance (& not stock fundamentals) in this update.
 
And before you decide or even think of buying any of these stocks, we request you do your own analysis.
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Written by Dev Ashish

Founder - Stable Investor Investing | Personal Finance | Financial Planning | Common Sense

3 comments

  1. Guys,

    Since the above excel sheet looked so green, here is what I did (forgive my nature for not taking things at face value) – I did a summation of the 3M returns of the above stocks (assuming that a person invests sufficiently and equally in all the stocks above) – The total stands at 89.x% gain – whopping! – I did not consider that dividends – that is just a cherry on the cake!

    But that is just half the story as we all know – the questions is – did this selection beat the corresponding sensex average – The sensex average for the same period was 10.x% growth.

    This is fabulous guys – beating the broader market by 800%!!

    Continue the good work folks – no need to change a damn thing in the portfolio above

  2. @The Educated Bull
    Summation of returns (%) may not be a very accurate approach to look at portfolio performance. Our calculation actually shows that if equal investments were made in all these stocks, portfolio returns would have been +4.5% i.e., portfolio failed to beat the index.
    But, we would still stick with our current portfolio composition. 🙂

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