New Members In the Family

Check to know details of new members in my family

Don’t get confused by the title, it is still a financial blog and not a personal blog!

A lot has changed in my family - some new additions and some exits. And since I have not written much in the last couple of months, I think it’s a good time to share what I have bought and sold. Yes, I am going to discuss my stock portfolio/family.

If you want to be part of my financial journey, please subscribe to my newsletter. Next newsletter is on my multibagger stock.

My Exits - Stocks I Sold

Number 1: Silver ETF

In my September 2024 newsletters, I disclosed that I have invested in Silver and why I believe it is a good investment given the current scenario. If you have not checked that article, please go and check.

Nothing much has changed in terms of Silver growth, but I made around 20% returns in 6 months, which translates to 40% annual return, so I thought of booking profits. However, I plan to re-enter again if Silver prices fall back by 10% from current levels.

I bought Silverbees at 80 and sold at 96.

Number 2: Yes Bank

I have been holding Yes Bank since 2019 (before the crash) and have averaged my price to Rs 50 odd rupee. If I had held it for long enough, I would have made some profits, but there was no point holding on to it - there are better stocks available in the market (I shift funds from Yes Bank to IDFC Bank). Also, it helped me with tax loss harvesting.

My New Buys: Stocks I bought

Number 1: Angel One

I wanted to buy something in this space - I missed the opportunity to invest in HDFC AMC - I waited for too long, and then the stock price skyrocketed. The current fall gave the opportunity to invest in new stocks. The two stocks I shortlisted or that were on my radar were Angle One and Motilal Oswal.

I finally went ahead and bought it. 80% of my investment is complete in it. Given that the current year may not be too good for these companies, there would be a sharp fall in stock price because of poor results or monthly reported numbers, I will be investing the remaining 20% then.

I invested in Angel One because I see it as a powerful play on the long-term growth of retail investing in India. With its strong brand, tech-driven platform, and a rapidly growing client base, Angel One is well-positioned to benefit from the ongoing financialization of savings and the increasing participation of millennials and Gen Z in the equity markets. What stood out to me was their consistent growth in active clients, focus on digital innovation, and a scalable business model that throws off strong cash flows.

Number 2: Health ETF

I have been wanting to invest in it for a long time, and the investment finally happened, thanks to the market correction. I invested in a health ETF in 2021 but exited after a few months for some reason (I think I found a better opportunity). However, this time around, I am not buying in bulk - I have started accumulating units monthly. So, will do SIP in it and hold it for long.

I don’t have any stocks from the Pharma sector. To be honest, I don’t understand it too well, and whatever I have read about the companies, the scope is wide. So, the best thing to do in such cases is to buy an ETF.

Number 3: Gravita India

This is the latest addition to my family - just took a small entry in it, so won’t be talking about it in detail here.

If you want my view on the stocks and how I found this stock, write “Gravita” in the comments, I will do a full newsletter on it. Only if 10 people comment the same.

Number 4: Sula Vineyard

I see it as more than just a wine company — it’s a category leader with a lifestyle moat. Sula controls over 50% of the Indian wine market and operates in a segment that’s still in its early innings of growth. I believe Sula is well-positioned to capture this evolving trend with rising disposable incomes, urban lifestyle shifts, and a young demographic warming up to wine culture.

Beyond just bottles, its vineyard tourism business, strong brand recall, and expanding margins make it a unique consumer play with both volume and premiumisation potential. It’s a rare blend of a consumer staple and an aspirational brand.

My investment in this is almost done - I averaged it well in the correction.

Number 5: Guess the Name

The company name starts with S. It is a leading automotive technology company in India, specializing in designing and supplying mission-critical automotive systems and components to OEMs worldwide.

You can put your answer in the comments.

If you like my work, the least you can do is share it with your family and friends.

---

About me - In the last few years, I have noticed that many investors struggle with basic investment concepts. To address this, I have started a personalized newsletter offering easy-to-understand, actionable insights to help investors make better decisions. I have written over 5000+ financial blogs and want to share my knowledge and investing journey with you so you can become a confident investor. Join my journey. SUBSCRIBE NOW.