DATE 13/04/2023 09:31:00

COMPOUNDING MACHINE PORTFOLIO (Educational)

SR. NO. COMPANY NAME QTY. COST PRICE CMP CURRENT VALUE WEIGHTAGE BUYING RANGE
1 ANMOL 25 180 203.35 5083.75 0.84 160-195
2 APOLLOPIPE 85 210.47 597.95 50825.75 8.39 450-550
3 APL APOLLO TUBES 52 588 1201.4 62472.8 10.32 1050-1150
4 BAJFINANCE 5 4961 5887 29435 4.86 5500-6500
5 CARYSIL 53 501 595.2 31545.6 5.21 450-550
6 DEEPAKFERT 31 713 640.25 19847.75 3.28 550-700
7 DMART 5 2385 3478.95 17394.75 2.87 3500-4000
8 GANECOS 85 526 928.05 78884.25 13.03 750-875
9 ICEMAKE 62 249 348.25 21591.5 3.57 220-275
10 IDFCFIRSTB 235 38.39 53.9 12666.5 2.09 50-60
11 LT 16 1728 2283.5 36536 6.03 1900-2100
12 LTIM 3 2566 4770 14310 2.36 4000-5000
13 LTTS 7 2752 3547.5 24832.5 4.10 3000-4000
14 MAPMYINDIA 16 1475 1021.7 16347.2 2.70 1050-1250
15 NIFTYBEES 25 196.55 194.68 4867 0.80 175-210
16 PIDILITIND 5 1457 2357.15 11785.75 1.95 2200-2500
17 REPL 255 209 157.75 40226.25 6.64 135-175
18 SCPL 40 671 666.15 26646 4.40 500-600
19 SHAREINDIA 49 252 1161.3 56903.7 9.40 1050-1250
20 TAAL ENTERPRISE LIMITED 10 1880 1760 17600 2.91 1500-1750
21 TATAELXSI 4 0 6344.15 25376.6 4.19 6000-7000

CASH IN HAND - - - 414 0.07

TOTAL( IN RS.) 605592.65 100.00

TOTAL INVESTMENT (Rs.) 310000 We have started compounding machine portfolio on 27th october 2019, with initial capital
PROFIT OR LOSS (Rs.) 295592.65 of Rs. 1 lakh and we are to invest Rs.5000 p.m. in this portfolio for next 20 years.
OUR PORTFOLIO ABSOLUTE RETURN (%) 95.35 Our aim will be to create long term wealth with CAGR of 15-23%
Members who have joned us recently and wish to invest as per per our portfolio, can buy all the shares
in the buying range mentioned above.
we release a monthly newsletter.
We also send quaterly result updates of all our portfolio companies to all our members.
to get our newsletters and regular updates, please join our telegram channel.
DATE 13/04/2023 09:31:00

SIP TO WEALTH PORTFOLIO (Educational)

SR. NO. COMPANY NAME QTY. COST PRICE CMP CURRENT VALUE WEIGHTAGE BUYING RANGE
1 ANMOL 25 180 203.35 5083.75 1.43 160-195
2 APOLLOPIPE 37 225 597.95 22124.15 6.24 450-550
3 APL APOLLO TUBES 26 568 1201.4 31236.4 8.81 1050-1150
4 BAJFINANCE 3 4316 5887 17661 4.98 5500-6500
5 CARYSIL 35 460 595.2 20832 5.87 450-550
6 DEEPAKFERT 28 696 640.25 17927 5.06 550-700
7 DMART 3 2648 3478.95 10436.85 2.94 3500-4000
8 GANECOS 46 516 928.05 42690.3 12.04 750-875
9 ICEMAKE 63 249 348.25 21939.75 6.19 220-275
10 IDFCFIRSTB 115 41 53.9 6198.5 1.75 50-60
11 LT 8 1747 2283.5 18268 5.15 1900-2100
12 LTIM 2 5164 4770 9540 2.69 4000-5000
13 LTTS 5 3840 3547.5 17737.5 5.00 3000-4000
14 MAPMYINDIA 17 1513 1021.7 17368.9 4.90 1050-1250
15 NIFTYBEES 26 196.76 194.68 5061.68 1.43 175-210
16 REPL 138 210 157.75 21769.5 6.14 135-175
17 SCPL 26 665 666.15 17319.9 4.88 500-600
18 SHAREINDIA 24 346 1161.3 27871.2 7.86 1050-1250
19 TAAL ENTERPRISE LIMITED 6 1846 1760 10560 2.98 1500-1750
20 TATAELXSI 2 0 6344.15 12688.3 3.58 6000-7000

CASH IN HAND - - - 292 0.08

TOTAL( IN RS.) 354606.68 100.00

TOTAL INVESTMENT (Rs.) 215000 We have started compounding machine portfolio on 27th october 2019, with initial capital
PROFIT OR LOSS (Rs.) 139606.68 of Rs. 5000 and we are to invest Rs.5000 p.m. in this portfolio for next 25 years.
OUR PORTFOLIO ABSOLUTE RETURN (%) 64.93 Our aim will be to create long term wealth with CAGR of 15-23%
Members who have joned us recently and wish to invest as per per our portfolio, can buy all the shares
in the buying range mentioned above.
we release a monthly newsletter.
We also send quaterly result updates of all our portfolio companies to all our members.
to get our newsletters and regular updates, please join our telegram channel.
DATE 13/04/2023 09:31:00

ADDITIONAL RESEARCH PICKS

SR. NO. COMPANY NAME RECOMMENDED AT CMP BUYING RANGE TARGET WEIGHT
1 CARYSIL 120 596.7 475-575 500-600-750-1000 3-4%
2 ANUP ENGINEERING 340 1053.5 700-800 450-550-750-1000-1250 3-4%
3 GALAXYSURF 1400 2511 2200-2700 1500-1750-2000-2250-2500-3000 4-5% MADE AN EXIT NEAR 3100
4 GANECOS 321 928.05 750-850 350-450-600-750-1000-1250-1500 5-8%
5 GMMPFAUDLR 3500 1496.4 3700-4000 3750-4000-4250-4500-5000 3-4% MADE AN EXIT NEAR 4281
6 HDFCLIFE 640 522.7 500-600 700-850-1000 5-7%
7 HESTERBIO 1800 1753.75 2000-2400 1800-2000-2250-2500-3000 4-5% MADE AN EXIT AT 2348
8 HNDFDS 568 613.9 750-900 650-750-1000-1250 3-4% MADE 60% EXIT AT 1450 MADE 40% EXIT AT 2180
9 JTL INFRA 30 345.95 175-225 250-350-500-750 3% MADE 50% EXIT AT 60 MADE COMPLETE EXIT AT 290
10 LT 950 2283.5 1700-1900 1000-1250-1500-1750-2000-2500 4-6% .
11 MAHSCOOTER 2208 4495.25 3500-4500 2500-3000-4000-5000-7500 4-6%
12 NESTLEIND 13500 19583.35 17500-19000 15000-18000-25000-30000 4-6%
13 POLYMED 280 939.65 750-850 300-400-500-750-1000-1250-1500 3-5%
14 VSTTILLERS 1193 2445.05 2000-2250 1250-1500-1750-2000 3% BOOKED AT 2730
15 XELPMOC 115 115 75-125 150-200-250-300-350-400-500 3%
16 BALAXI 515 564.55 450-625 600-750-1000 2% BOOKED AT 508
17 KSCL 525 500.95 600-700 600-750-1000 4% MADE AN EXIT AT 611
18 SHAREINDIA 258 1161.3 1100-1250 300-350-400-500-750-1000 2-3%
19 TASTYBITE 8500 9180 10000-12000 13000-15000-18000-25000-30000 3-4%
20 BAJAJCON 286 155.15 150-200 350-400-450-500 3-4%
21 ACE 168 408.4 225-275 200-250-300-350-400 3-4%
22 VALIANTORG 1545 467.6 750-900 1750-2000-2500 3-5% MADE EXIT AT 892
23 MAFANG 46 48.65 35-42 60-75-100-125 4-10%
24 TATACOMM 1334 1274.6 1175-1250 1500-1750-2000-2250-2500-3000 4-6%
25 ECO RECYCLING 81 123.5 80-90 100-125-150-175-200 2-3% MADE AN EXIT AT 91
26 VSSL 255 402 225-250 350-500-750-1000 2-5%
27 FREDUN PHARMA 441 940 800-1000 500-750-1000 2-4%
28 GARWARE HITECH 907 552.35 650-800 1250-1500-1750 3-4% MADE EXIT AT 800
29 INDOSTAR 270 132.9 200-250 300-350-400-500 2-3% MADE EXIT AT 126
30 SHEETAL COOL 256 665.55 350-475 300-350-400-500-750 3-5%
31 RATEGAIN 294 349.9 250-325 400-500-750 3-5%
32 REDINGTON 147 177.7 125-160 175-200-225 3-5%
33 MITSU CHEM PLAST LIMITED 267 165.4 150-200 350-500-750 3-4%