Super investors, with their vast experience and keen market insights, have a proven track record of making wise investment decisions. Increased ownership by these prominent investors attracts attention from analysts and the media, leading to heightened coverage of the companies they invest in. This, in turn, may generate further interest from investors, potentially driving up the stock prices.
Today, we will analyse what would happen if an investor had bought the seven companies that are part of the portfolio of renowned investor Vijay Kedia and remained invested from July 1, 2023, until yesterday.
Vijay Kedia adheres to the SMILE principle in his investment philosophy, which stands for ‘Small in size, Medium in experience, Large in aspiration, and Extra-large in market potential.’
In Vijay Kedia’s portfolio, there are a total of fifteen shares, which includes one penny stock, Patel Engineering Limited, trading at approximately Rs 50 per share. However, in this article, we have only mentioned the stocks that have performed well and generated an impressive return of over 40% during the same period.
Company Name | Price on July 01, 2023, in Rs | Price on October 11, 2023, in Rs | % Change | Investment Rs | Value as on October 11, 2023, in Rs |
Atul Auto Ltd. | 343.55 | 627.15 | 82.5% | 1,00,000 | 1,82,549.85 |
Precision Camshafts Ltd. | 186.60 | 281.00 | 50.6% | 1,00,000 | 1,50,589.50 |
Mahindra Holidays & Resorts India Ltd. | 301.65 | 440.30 | 46.0% | 1,00,000 | 1,45,963.87 |
Patel Engineering Ltd. | 35.30 | 51.15 | 44.9% | 1,00,000 | 1,44,900.85 |
Panasonic Energy India Company Ltd. | 258.10 | 365.20 | 41.5% | 1,00,000 | 1,41,495.54 |
Innovators Facade Systems Ltd. | 159.85 | 225.00 | 40.8% | 1,00,000 | 1,40,756.96 |
Talbros Automotive Components Ltd. | 740.00 | 1,037.05 | 40.1% | 1,00,000 | 1,40,141.89 |
% Return |
49.5% | 7,00,000 | 10,46,398.45 |
Based on the data, an initial investment of Rs 7 lakh (Rs 1 lakh in each of the seven mentioned stocks) is now valued at Rs 10.46 lakh, representing an overall return of 49.5%. The other seven stocks in his portfolio have generated returns ranging from approximately 3% to 38%, with only one stock, Sudarshan Chemical Limited, showing a negative return of around 4%.
Talking about the best performance, Atul Auto, a prominent company in the automobile industry, has generated an impressive return of 82% over the last three months. Even one low-priced stock trading at around Rs 50 per share, Patel Engineering Limited, has generated a 45% return during the same period.
Investors must keep supper investor’s stock on their radar. Investing in them might prove to be a good strategy, as these stocks have been thoroughly researched by these investors based on their extensive and proven experience.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.
Published on: Oct 12, 2023, 11:23 AM IST
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