Stalwart Advisors

Listing of Shares on 25th Jan 2019

Equity shares of CESC Ventures, one of the two de-merged entities from CESC, will be listed on NSE and BSE on 25th January 2019. The shares must be reflecting in your DP account by now, otherwise you are suggested to follow up with your broker.

Current allocation to both these entities in our model portfolio is low and accordingly we might look to add these based on listing price, availability of cash and alternative opportunities.

We will keep you posted regarding the same.

Source (Exchange Filing): https://www.bseindia.com/markets/MarketInfo/DispNewNoticesCirculars.aspx?page=20190123-14


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Exact weightage will depend on each subscriber’s risk appetite & comfort. However, as a thumb rule, any position size under 3% is little insignificant to move returns at portfolio level whereas beyond 10% it gets riskier from a concentration standpoint. Accordingly, low could indicate 3-4% weightage, medium 5-7% and high 8-10%.
Structural are those portfolio businesses where earnings are relatively stable (less volatility) and further are expected to rise in a steady fashion. Cyclicals are businesses which experience periods of upcycle followed by downcycle and have large variation in their reported earnings based on industry demand and supply. The mix between the two depends on available opportunities and respective valuation of the two pockets.