Investment Process / Tools

Presented by
Yogesh Sane
 Visual Screener

Story of a company in 40 Charts

http://forum.valuepickr.com/t/yogeshs-blue-chip-10-portfolio/7142/184?u=yogesh_s
 White Lists
• Bookmark approximately 200 stocks using visual
screener.
• Build White lists of:
– 20 Large Caps
– 30 Mid Caps
– 50 Small Caps
• White Lists consists of stocks:
– With large opportunity size run by good management.
– Where enough information is available to build
conviction.
– I understand enough to be able to value.
– That not too expensive and likely to trade at fair value
in case of a correction.
 Collect Key Company Data

https://docs.google.com/spreadsheets/d/1-xV_HeWgpxp-bf3CrUiWdfGTJ99PgDUweMySkNPFYBM/edit#gid=0
 DCF Valuation Model (DDM)

http://forum.valuepickr.com/t/spreadsheet-model-for-valuation-of-a-company/11717?u=yogesh_s
Price Multiple Charts
 Portfolio Construction
• White Lists sorted on descending order of expected return.
• Build Four Virtual Portfolios:
– Select 50
– Select 20
– Focus 10
– Focus 5
• Select 50 & 20 are based on stocks with highest expected return.
• Focus portfolios based on expected returns and qualitative indicators.
• Monitor performance of White lists & Virtual Portfolios.
• Real portfolio is periodically aligned with Focus 10 portfolio.
 Asset Allocation

• Use a technical indicator to take ‘temperature of the market’.

• Decide allocation to equities based on current market condition.
http://forum.valuepickr.com/t/yogeshs-blue-chip-10-portfolio/7142/230?u=yogesh_s