Coffee Can Portfolio - Week 7

Updated: Jun 26, 2020

Our 10 year journey continues in Week 7 of our Coffee Can Portfolio. For those who haven't read the earlier posts, we request you to read those first.

Our Coffee Can Portfolio is essentially settled right now. It's been a difficult week but we're holding strong. Weekly volatility means nothing to us.

Purchase Update:

Not much to report. Just purchased one additional share of Pidilite. This completes our Pidilite purchases.

Note: Stocks purchased this week highlighted in grey.

We've restated the above table to show you the average investment price for each of the stocks already purchased:

Below is the comparison of our target price v. the current market price of our coffee can portfolio

Notes:

Prices for Page Industries, Nestle, Divi's lab, Pidilite and PVR are based on actual invested price (not current price)
The remaining stocks - Value in "Total" column is based on a weighted average of investment already made and current price.

We're holding off for the remaining investment to see if there's any fall in the market. The markets have moved a little bit away from our target price - but patience is key.

Let's see what our Portfolio would like like based on the above table for 19 June 2020 (compared with our original Coffee Can Portfolio on the right).

You'll notice again that there's no major change in the portfolio. We're still holding off for our target prices so expect the final portfolio to more closely resemble the donut on the right.

Portfolio Watch

Let's see what our current portfolio value is:

Our portfolio has lost significant part of it's gains and now is down 0.1% as on 19 June (However, it's already up nearly 3% as of time of publishing of this article). Inox and PVR continue being are heavy hitters - up ~10.2% and 7.4%. Obviously, this means nothing right now. We're on a 10 year journey!

The above chart will be updated weekly so that you can see the movements in price over time.

We'll keep updating the numbers as we make the actual investments in the coffee can portfolio. Stay tuned for Week 8!

Our investment rationale for investments in Page Industries, Nestle and Britannia is available here. For the other companies, sign up in the footer below to get early access!