What lessons we should learn from Porinju Veliyath,
He is one of the most influential leading emerging investors cum adviser of India.........
Following different stocks ( more than 1%holding) he bought for his different PMS schemes during the last march 2018.
1) Cimmco
2) Emkay Global
3)Palash
4) Raunac EPC
4) Sarda ply
5) Ansal Build well
6) Vitsa Pharma
7) ABC India
8) Parmax Kab
9)BCL India,
Except BCL rest of all stocks have fallen down between 24 to 44% as on today.
An attempt at making quick money, he selected all above disqualified mid and small cap stocks. Ultimately it leaded to losses, far higher than the initial investment.
It indicates that when market is running with your favour ,you assumed that you are the king, but in adverse situations you will lose your entire hard earned money.
When you buy value stocks like HUL, HDFC, Colgate, Britannia, Dabur, Infosys, TCS, Godrej Con, Gillette, Eicher Motor etc etc, you never need to worry.
Sometimes in short run, you may face little pain, but in the longer run your capital will definitely multiply.
While growth stocks perform exceedingly well like Dmart, Future consumer, Endurance Tech etc when market are on bull phase.
In selecting stocks, management qualities, business model, intrinsic value of company, working and future prospects of companies are of upmost importance.
Believe in QUALITY
He is one of the most influential leading emerging investors cum adviser of India.........
Following different stocks ( more than 1%holding) he bought for his different PMS schemes during the last march 2018.
1) Cimmco
2) Emkay Global
3)Palash
4) Raunac EPC
4) Sarda ply
5) Ansal Build well
6) Vitsa Pharma
7) ABC India
8) Parmax Kab
9)BCL India,
Except BCL rest of all stocks have fallen down between 24 to 44% as on today.
An attempt at making quick money, he selected all above disqualified mid and small cap stocks. Ultimately it leaded to losses, far higher than the initial investment.
It indicates that when market is running with your favour ,you assumed that you are the king, but in adverse situations you will lose your entire hard earned money.
When you buy value stocks like HUL, HDFC, Colgate, Britannia, Dabur, Infosys, TCS, Godrej Con, Gillette, Eicher Motor etc etc, you never need to worry.
Sometimes in short run, you may face little pain, but in the longer run your capital will definitely multiply.
While growth stocks perform exceedingly well like Dmart, Future consumer, Endurance Tech etc when market are on bull phase.
In selecting stocks, management qualities, business model, intrinsic value of company, working and future prospects of companies are of upmost importance.
Believe in QUALITY
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