Sachin Chandra

Portfolio position % update: #HeroMotoCorp 9.47 #IDFCFIRST 6.98 #UnitedSpirits 7.78 #Birlasoft 4.84 #HCLTech 7.98 #Neuland 23.66 #Tejas 4.16 #ITC 5.54 #Redtape 4.72 #Ultrmarine 6.18 #IVP 3.54 #HDFCBANK 4.28 #SOLARA 6.63 #KOREDIGITAL 1.88 #ITCHOTELS 2.37 During the last quarter I added further in United Spirits, ITC, Redtape and Kore Digital. Not a financial advisor please do your due diligence #Investing

For lumpsum investment I buy Largecaps at very low valuation. But for regular investment, I have a few Largecaps in my portfolio and I invest in that particular largecap whose chips are down at that point of time. I have followed it and it largely works well. #investing

@InvestorOfJAMMU For lumpsum investment you need to buy Largecaps at a very low valuation. If you invest regularly, it will be better to keep a few Largecaps in your portfolio and invest in that largecap stock whose chips are down at that point of time. I have followed it and it works well.

Largecap stocks like Reliance, SBI, HDFC, TCS etc are good for beating Fix Deposits but cannot grow wealth above 15%. Either need to buy them very cheap when ignores or invest in smallcaps for higher growth. Our largecap stocks are happy with what they have. They are not interested in buying small high growth companies neither expanding in high growth sectors.

@LearningEleven Congratulations to you and your son! Great to know that he has cleared Level 3 at the age of 21. Kudos to the young man.

My son has cleared CFA Level III, results were announced today. Truly a very satisfying day! Perhaps it’s a different generation, but at 21, my exposure was largely limited to academics.

@ankushd14 In the long run, your success in your career is strongly dependent upon your fitness. You become very successful after a long struggle and effort, but if you are not fit, you cannot enjoy its fruit and above that your fitness comes in the way of continuous success.

Focusing on fitness has no numerical or linear incentive like your job or business. This is the reason why many don't give a damn about it and society places lesser importance on it. But the irony is that fitness will provide you the highest dividends for your productivity :)

@SarangB7 The net returns are of course getting adversely affected by the taxes. You have to keep in mind your goal. You are keeping a cow, and it's for milk everyday. When you keep a horse, it's for long travels. You have to understand the difference.

@reallysachin Isn’t current tax policy hurting the net returns on dividend heavy stocks vs investing in MFs where dividends can be reinvested without taking tax hit

The dividend yield of my portfolio in 2025-26 was 1.38% During the previous year it was 1.1% There may be different opinions about dividend, but I like them, provided that they are not dividend traps. #Dividend #investing

Added #UnitedSpirits today - already an existing stock in my portfolio. Valuations have become so cheap particularly in view of ongoing premiumization. The Sale proceeds of RCB is also another factor which is making it attractive at present. #investing Not a financial advisor please do your due diligence

Returns from Stock markets are never linear. During the last 6 years following have been my returns: 20-21 71% 21-22 7% 22-23 11% 23-24 68% 24-25 6% 25-26 -14% Finally I got a taste of negative return. But the most important thing is to stay on course. #investing

@AgarwalRiki Valuations have cooled off and the Company is good. But please do your due diligence. Not a financial advisor

@reallysachin Can I average birlasoft? 210 shares at 455

Portfolio position % update: #HeroMotoCorp 9.47 #IDFCFIRST 6.98 #UnitedSpirits 7.78 #Birlasoft 4.84 #HCLTech 7.98 #Neuland 23.66 #Tejas 4.16 #ITC 5.54 #Redtape 4.72 #Ultrmarine 6.18 #IVP 3.54 #HDFCBANK 4.28 #SOLARA 6.63 #KOREDIGITAL 1.88 #ITCHOTELS 2.37 During the last quarter I added further in United Spirits, ITC, Redtape and Kore Digital. Not a financial advisor please do your due diligence #Investing

No more Assessment Year and Financial Year from now on. Just Tax Year #Randoms

@voracious365 Yes, the position grew as it's 10x for me and I didn't trim.

@reallysachin Big weights on Neuland

@Iamsamirarora It's Angkor Vat! Great 🙏

This weekend needed to go to a big temple.

@IronyMeter That's why Companies heavily regulated by Govt policy is a strict no for me for investment.

You know when Ethanol started becoming a story, I became invested, in both the story and the stocks. Much before anyone else. Today, I keep feeling why would anyone even invest in a sugar mill? A few of my investee companies do, but the sautela vyahwar with sugar companies is something special. Even how they breathe is regulated by the government.

@Mytm06947337 Not under the rug. Everything in the open, nothing to hide.... Informed everyone - authorities, Regulator, Stakeholders. Don't look at it with coloured vision.

@reallysachin All under rug

I think V Vaidyanathan has handled the recent scam in the #IDFCFIRST Bank quite aptly. He engaged with all the stakeholders proactively. In crisis times, the Companies need to have such leaders - nothing to hide, customers first, and preemptive action. #investing Not a financial advisor please do your due diligence

@mobarakansari Ominus??? This was the first stock that I bought and has been a very lucky one for me.😊

@reallysachin Why did you add this ominous scrip ? It will preclude others scrips going up. For dividend best is NMDC.

Added #ITC today - already an existing stock in my portfolio. Incidentally my first buy was more than 5 years ago. On my average buying price the annual return in the form of #dividends is nearly 8% #investing

What's luck? The market is crashing and your investible cash increasing happened simultaneously. 😄 #investing

"By the yard, it's hard; but inch by inch, anything is a cinch!" #Motivation #Randoms