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Can you share your portfolio of stocks, if you are a long term investor?


I am 25, Currently working as software developer I had started investing form August 2021. Here is my portfolio in September 2024

My portfolio Value

Invested Amount - 15 Lakhs 50 Thousand

Profit - 4 Lakhs 50 thousand

Total Portfolio Value - 20 Lakhs

Allocation on my portfolio level

Large Cap - 37% of portfolio

Small cap - 39% of portfolio

Midcap - 4%

Mutual funds - 10%

Trading - 10%

Here the few things i follow pick up good stocks. just mentioning it here it will help for someone

  1. Low Debt ( Exception Financial sector)
  2. ROE > 15%
  3. ROCE > 15%
  4. Growth in Net profits of company ?because. without net profit growth share price growth will never happen
  5. No loss making companies(Because in those it will be purely speculation matter how to shares price goes up)
  6. Good Management & Products or service's provided by company

Zerodha Stocks -

Mutual funds -

Us Stocks -

kotak

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