Hi friends,
A year has gone by since moving to this platform. And 11 posts in a year even though is not a great thing to benchmark, it’s definitely better than 0 (posts in the year 2021).
I will try to beat last year's number this time. So first, let’s begin reflecting on 2022.
2022
The obvious blue growth you can see is due to the jump in the auto-ancillary segment of my portfolio, FIEM is the obvious player there.
The reduction in black is due to the big hammering of the darling of the last bull run, IEX is the obvious culprit there.
And the orange reduction is due to trimming down of stake in the superb crop of last year's, ITC is the name.
And you can probably see a lot of new entrants, which I had discussed in last year's post, like Hero (check post comments to see why I moved out of this), Bajaj Corp (check post comments on why this can still turn out to be a good bet) and some micro-caps plants like Geekay wires.
The remaining portfolio has not made any noticeable fluctuations on either side, so those Trees remain standing as it is.
And as I discussed in the money farming technique, I would be watering all of them till they divulge from the original thesis. Some of them are testing patience for close to two years now, like Vinati and Crisil but as I say, things don’t move in a straight line in the market. So need to keep calm and carry on.
Coming on to mistakes, I largely avoided bigger mistakes, even when the Hero saga unfolded, as a matter of principle, the decision was quick and clear about moving away from anything that has corporate governance issues without worrying about the wrong or right part of it.
And in the future even if Hero grows in predicted lines, I should be fine missing out on it rather than being worried about it.
Now let’s go through your voted opinion to see what can be improved and implement some of the recommendations I received.
Feedback review
We will go by each question and try to find a feasible solution.
1. What is your purpose of reading betaideaz?
The most voted answer is investing recommendations (50%).
I have told this before and reiterating the same, according to Indian regulations, to provide a recommendation, one has to be a SEBI registered advisor (which I am not). The best I can do is to provide you with triggers on ideas and for recommendations, you better get in touch with professionals.
2. What would you like to read more?
You voted for Investment ideas (60%).
Ideas are the main theme of this blog, I am going to provide more ideas in the future. But please remember, all ideas are beta, use your own judgment to invest or take professional help.
3. Which investment category, we should publish more
You voted for Stocks(60%) and Mutual Funds (40%).
Stocks are the clear favorites, and mutual funds also have considerable followings. Will add more mutual fund ideas in 2023.
4. Which format do you prefer most?
You voted Mix of text and audio (60%).
I wanted to talk badly, and you folks are pretty much eager to listen, so will add audio in posts going forward.
5. What should be the blog frequency?
You voted Fortnightly/Weekly(start of the week) for each 40%.
The votes are tied, you clearly don’t want monthly updates, and weekly is not feasible for me because I have a full-time job as of now. So let’s agree on Fortnightly (the start of the week) as of now and see how it goes.
Thanks a lot to those of you who have voted. It will certainly help me improve.
New ideaz
Based on your votes, this year I will be writing my observations on mutual funds as well. For those of you, who are still not comfortable with stocks, mutual funds and ETFs are a good bet.
Apart from that, will focus more on bringing new ideas in micro-cap plants, seasonal crops, and stable trees.
Also, after researching for a few months, I realized, the Indian market has become very much difficult to invest in due to high valuations, so investing in the US and China markets is one such thought I have started exploring in the last few months.
Let me know if you are interested in those, will try to present some ideas there as well.
Also, if you find this blog useful, please share it with your friends.
And keep providing the Same old love. Happy new year to you.