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  • Writer's pictureGalactic Advisors

Coffee Can Portfolio - Week 11

Week 11 is here. And some interesting things have happened. Our portfolio may have dipped a little bit but weekly dips are all part of a 10 year portfolio.

Let's get to the major events this week:

  • Dmart dipped significantly this week after week earnings reported for Q1FY20. We were more than happy to pick up more shares at the discounted price.

  • Reliance AGM happened. We're looking at Reliance to perform very strongly in the coming decade. It might even become India's Amazon.

So here we go, Purchase Update

Portfolio Watch

Let's see what our current portfolio value is:

Our portfolio is now up 3.7%. Underperforming Nifty at the moment. But let's talk again in 10 years.

Stocks to watch

  • Page Industries has dropped significantly - now up only 5.6%.

  • Nestle moved up during the week and fell again on profit booking on Friday. Expecting another upward moment next week.

  • Britannia starting to show it's a Good Day with strong results.

  • Dr. Lal Pathlab continuing it's upward trend now up 20.9%.

  • HDFC Bank results came yesterday. Strong results and expecting upward moment again.

  • Inox and PVR now losing a little steam. But we're expecting another jump once cinema halls open up.

Let's focus on the stocks that are showing negative returns.

Dmart - Dmart dropped significantly. This is why we held off on our purchases though. Bought 2 more shares at an average price of INR 2,008.

Divis Lab - Stock fell a little bit on news of insider trading by the CFO. Starting to recover now.

Pidilite - Pidilite is down 3.4% primarily because of Covid related fears. The Company remains fundamentally strong though. No worries there.

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 12!

Our investment rationale for investments in Page Industries, Nestle and Britannia is available here.

We've got a detailed article on Britannia coming Monday! Sign up in the footer below to get early access!


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