IPO

Open IPO:

02/14/2024: Buy JSFB 36@414

Closed IPO:

02/14/2024: Buy CAPITALSFB 32@468

03/04/2024: Sold CAPITALSFB 32@374.4

Gain/Loss:  -2995.2

XIRR: -98.62%

Trailing stoploss

I am planning to apply trailing stop loss on my positions.

For new buys, I can place a stop-loss at 20% but every week I have to check the price.

I have placed SL using GTT and if the trigger price is more than 21% I will adjust it to 20% daily.

Example:

Buy Price: 100

SL placed during buy: 80

Week1:

Price of stock: 85

SL for the week: 68

SL will not change in GTT order since 60<80.

SL remains 80

Week2:

Price of stock: 102

SL for the week: 81.6

SL will change in GTT order since 81.6>80

The new SL order is 81.6

Week3:

Price of stock: 125

SL for the week: 100

SL will change in GTT order since 100>81.6

The new SL order is 100

Week4:

Price of stock: 150

SL for the Week: 120

SL will change in GTT order since 120>100

The new SL order is 120

Week5:

Price of stock: 180

SL for the Week: 144

SL will change in GTT order since 144>120

The new SL order is 144

Week6:

Price of stock: 145

SL for the week: 116

SL will not change in GTT order since 116<144.

SL remains 144

Week7:

Price of stock: 190

SL for the Week: 152

SL will change in GTT order since 152>144

The new SL order is 152

Week8:

Price of stock: 150

SL for the Week: 120

SL will not change in GTT order since 120<152.

The price of the stock is 150 < SL so the stock is sold.

2023 Update

I have received ₹1,36,793 as dividends in 2023.

I have ₹5,79,189 as capital gains in 2023.

I spent ₹9,19,122 and was able to cover 77.89% from dividends and capital gains.

Mar Dividend Update

4 Companies paid dividends in the month of March for a total of 1234

Transaction Date	Company Name	Amount(Credits/Debits)
2023-03-21	GAIL (India)	448.00
2023-03-21	Housing & Urban Development Corporation	203.00
2023-03-31	Indraprastha Gas	530.00
2023-03-21	Sun TV Network	53.00

21 LICHSGFIN

LICHSGFIN

221

320.80

03/28/2023

2.64%	Dividend Yield: Ideally Between 3.5% and 6.5%
The dividend growth is not a consistent year on year and 1 decrease in 24 years	Number of Consecutive Years of Dividend Growth: Ideally At Least 10
8.38%	Average 10y Annual Dividend Growth: Ideally between 5% and 10%
8.36%	Average 10y Annual Earnings Growth: Ideally in line with or above dividend growth rates.
14.57	Dividend Payout Ratio: Ideally less than 75%, except for REITs and MLPs
8.33	Debt to Equity Ratio: Ideally 1:1 or less
40.23	Net Margins: Ideally at least 5%
10.08	Return on Equity: Ideally at least 10%
439	Fair Value Estimate: Ideally trading below Morningstar’s Fair Value Estimate
328.7	Current Price
33.56%	Upside %

20 CESC

CESC

1472

67.95

03/24/2023

6.82%	Dividend Yield: Ideally Between 3.5% and 6.5%
The dividend growth is consistent year on year and no decrease in last 19 years	Number of Consecutive Years of Dividend Growth: Ideally At Least 10
18.85%	Average 10y Annual Dividend Growth: Ideally between 5% and 10%
17.94%	Average 10y Annual Earnings Growth: Ideally in line with or above dividend growth rates.
44.78	Dividend Payout Ratio: Ideally less than 75%, except for REITs and MLPs
1.04	Debt to Equity Ratio: Ideally 1:1 or less
10.87	Net Margins: Ideally at least 5%
13.4	Return on Equity: Ideally at least 10%
81	Fair Value Estimate: Ideally trading below Morningstar’s Fair Value Estimate
66.53	Current Price
21.75%	Upside %