Green Portfolio turns 5 years old!

We are celebrating 5 Years of Green Portfolio!

Green Portfolio was started in 2018 by two individuals who’ve been managing the portfolios of their family and friends for some time. Finally, CA Divam Sharma and CA Anuj Jain incorporated Green Portfolio in July 2023.

We are celebrated five years of the company this 12th of July with a webinar, where both the founders discussed our journey, challenges and performance and answer questions about smallcase, investments, the company, etc.

Well, today we are talking about some of our top performing smallcases. We have five smallcases listed on the smallcase website based on the value investment strategy for small and mid cap companies, and we are proud that all our smallcases have given returns much greater than the index benchmarks.

So, let’s get into the smallcases! (Pun Intended!)

We are talking about three different smallcases today. Let me give you a brief overview of each smallcase before we go on and compare them.

High Quality Right Price

As the name suggests, this smallcase has just 15-22 companies that we buy at the right price, that is, when the market is underestimating a stock’s value, we take that advantage and start investing in these stocks that have the potential to give multifold returns in two to four years. This smallcase consists of stocks that will benefit tremendously from government schemes like Atmanirbhar Bharat, Make in India, PLI schemes, and global changes like China plus one. This is a volatile portfolio, but it has given almost 200% returns in the last three years.

Smallcap Compounders 

This is the smallcase that’s most trending right now and it’s the perfect time to invest in it given the market conditions of late. Our team of experts looks out for small cap companies that are fundamentally strong, have the potential to grow immensely, and are not affected by bull runs as much. So, we also see to it that the stocks are available at a reasonable price when we invest. For instance, we added Titagarh Wagons Ltd. to the portfolio when it was trading at around Rs. 90 and the stock just recently crossed 500 rupees in the markets. These are the types of returns we’ve gotten because of our consistent strategy.

High Dividend Yield and Capital Appreciation 

I think you can see by now that we’re very literal with the names of our smallcases. So, applying that, this smallcase is a basket of companies that are not just available at reasonable prices for their earning potential but also have good management integrity and good performance track records. The idea is to benefit from both their valuation in the long run and their regular dividend payouts. This smallcase currently has a dividend yield of 3.22%!

So here’s the comparison. Even though all the smallcases are built on different themes and rationales, the investment strategy remains the same – Value Investing for creating wealth in the long run.

What are we looking at in the near future? 

Wealth creation, of course! Well, you can see the past performance from our metrics already, so I won’t talk about that but I will mention a couple of stocks that we are currently positive on.

First, we have Piramal Pharma. Piramal is a promising stock right now because it has the best quality that other Indian companies currently don’t. They work in both generic and brand products right now and their strategy is to make the name of their brand synonymous with the product, like Colgate for toothpaste in India. But this is just one of the reasons, we have many more! Another stock is Valiant Organics, which is a part of our Smallcap Compounders Smallcase. I’ve got so many reasons for this one but Valiant is particularly interesting because its pharmaceuticals segment has recently filed for an IPO which is expected to have a positive effect on the stock.

Even though these smallcases have their own diverse attributes, from dividend payouts to undervalued stocks, a combination of these three together makes a robust and very well rounded portfolio for an investor.

But there are more smallcases that we offer, get to know about them below. Stay tuned for our webinar! 

Green Portfolio is a SEBI Registered (SEBI Registration No. INH100008513) Research Analyst Firm. The research and reports express our opinions which we have based upon generally available public information, field research, inferences and deductions through are due diligence and analytical process. To the best our ability and belief, all information contained here is accurate and reliable, and has been obtained from public sources we believe to be accurate and reliable. We make no representation, express or implied, as to the accuracy, timeliness, or completeness of any such information or with regard to the results obtained from its use. This report does not represent an investment advice or a recommendation or a solicitation to buy any securities.