What are the ideas for a typical “coffee can portfolio” for the next decade (2017–2030)?

I will not recommend forgetting stocks for 10 years at one stretch. A coffee can portfolio is one which allows you to forget about the stocks for a long time!

‘Ideas’ are not just one time. Keep checking this atleast once a year (if not quarterly) for the following:

  1. Is the management integrity in tact?
  2. Sales growth and profit growth
  3. Return on equity
  4. Is the valuation expensive or cheap?
  5. Industry outlook

With this go ahead and screen your stocks. For specific names, do consult a SEBI Registered Investment Advisor or a certified professional. Do not rely on ‘market tips’.

Maxiom Wealth — Free Tool

Is Your Money Working Hard Enough for Your Goals?

Ram Kalyan Medury (ex-CIO, ICICI Prudential AMC; IIM & IIT alumnus) and the Maxiom Wealth team offer a free, personalised financial plan — no obligations. Most clients discover they are either under-saving or holding too much in low-yield products.

Get My Free Financial Plan → Book a Free Consultation

Leave a Reply

Your email address will not be published. Required fields are marked *