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Coffee Can Portfolio - Week 12

Our Coffee Can Portfolio has completed 3 months! Portfolio looking as strong as ever. But we hold on for 10 years!

Let's get to the major events this week:

  • A little bit of a sell-off at the end of the week in line with the sell-off in the US. Nothing catastrophic to report.

  • Reliance results pushed the stock even higher. We're looking at Reliance to perform very strongly in the coming decade. It might even become India's Amazon.

Portfolio Watch

Let's see what our current portfolio value is:

Our portfolio is now up 6%. But let's talk again in 10 years.

Stocks to watch

  • Page Industries now showing signs of recovery. Up 6% currently.

  • Britannia starting to show it's muscle. Up 11%

  • Dr. Lal Pathlab keeps marching on. Now up 25.7%.

  • HDFC Bank shot up more as expected. Up 13.5%.

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

  • PVR rising due to rights issue. Up 16.5%.

  • Reliance already up 11.2% one week from being added to our Coffee Can Portfolio.

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 13! Let's hope the number 13 turns out lucky!

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

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