• Galactic Advisors

Coffee Can Portfolio - Week 13

Unlucky number 13 struck this week. Portfolio lost a little bit of value but is still up 5.5% overall. 10 years is a long journey though.

Let's get to the major events this week:

  • Page Industries starting to show another upswing. Read on about our analysis on Page Industries.

  • Reliance results were strong. Bit of a sell-off at the end of the week. We're not too concerned. 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 up 5.5%. But let's talk again in 10 years.

Stocks to watch

  • Page Industries now showing signs of recovery. Went above INR 20,000 during the week. Up 8% currently.

  • Britannia holding strong. Up 11.1%

  • Dr. Lal Pathlab keeps marching on. Bit of a sell-off towards the end of the week. Up 23.4%.

  • HDFC Bank fell on news on Aditya Puri selling shares. We're keeping a close eye on this.

  • Inox and PVR lost all recent gains with cinema halls still not opening up. We're up 5.1% and 14.6%, so we're not too concerned right now.

  • Divis Lab recovering beautifully. Now up 8.9% from our investment cost.

  • Reliance faced a sell-off at the end of the week. However, still holding 8.1% above our investment level.

  • Nestle lost significant gains due to bad results. Expecting better results from July.

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 14!

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