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Coffee Can Portfolio - Week 4

Our 10 year journey continues in Week 4 of our Coffee Can Portfolio. For those who haven't read the Week 0, Week 1, Week 2 and Week 3 posts, we request you to read those first.


It's been an eventful week for our Coffee Can Portfolio. We've pulled the trigger on a major part of our target portfolio since Timing the market is a fool's game. We're also making tweaks to the way we present the information to make it a better reading.


Purchase Update:

You'll remember we started purchasing stocks of Inox, PVR, Asian Paints and Pidilite till last week. This week, we've finished our purchase of Nestle India and Page Industries. We've also picked up Dmart and Pidilite.












Note: Stocks purchased this week highlighted in grey.


We thought it was time to take the plunge and invest in Nestle and Page Industries. You'll notice that these form a major part of our portfolio.


We've started picking up Dmart stock while prices fall and made an additional investment in Pidilite. You'll notice that our actual portfolio (below) has more shares of some of the above companies. We've started buying shares since the prices have been coming down. While we do advocate not trying to time the market, it would be foolish to invest the full amount when a fall is expected.


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 and Nestle are based on actual invested price (not current price)

  • Dmart, Pidilite, Asian Paints, Inox and PVR - 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 29 May 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.


We've added a new section - Portfolio Watch


Let's see what our current portfolio value is:

Our portfolio is already up 5%. 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 5!


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!

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