inves4 Equity Portfolio

The chart below is updated as and when any transaction happens in the portfolio.

 

inves4 current equity portfolio composition

Disclosures:

  • The stocks mentioned below are not any recommendation to the reader. He should do his own independent research before taking any investment related decision.
  • Purpose of inves4 equity portfolio is to only name stocks that I currently like and keep a track of them for ‘my own’ purpose. It in no way should be construed as any recommendation to anyone.
  • The stock selection strategy is a cross between fundamental and technical analysis. Fundamentals to identify a quality Company and technical to try gauge general sentiments around the stock.
  • For calculation ease, all stocks are equally weighted in the portfolio but maximum investment in any single stock do not exceed 20% of the total portfolio.
  • The holding time period varies from stock to stock and is dependent on multiple variables – Company’s operational and financial performance, valuation multiples, my return targets/ stop losses, price-volume analysis, overall market conditions etc.

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