Dear Pihu,
Happy birthday!
My wish for you for this year and the years ahead is that you lead a life that is fulfilling and full of challenges, which make you a better person.
One of the gifts
I would like to pass on to you is to build a mind-set that helps you achieve financial independence at the earliest and that’s very much possible
because you have age on your side to see the power of compounding
unfold in front of you in your lifetime.
As you
know, we created a portfolio of stocks for you sometime back and the same is
growing at a healthy pace, as reflected below.
|
Stock code |
Holding Qty |
Average Cost Price |
Total Cost Price |
Current Market Price |
Total Market Price |
Profit/Loss |
Gain % |
|
Bajaj Finance |
19 |
3,256 |
61,862 |
7,426 |
141,094 |
79,232 |
128% |
|
Relaxo Footwear |
88 |
607 |
53,374 |
1,213 |
106,744 |
53,370 |
100% |
|
Asian Paints |
43 |
1,988 |
85,484 |
3,368 |
144,824 |
59,340 |
69% |
|
Pidilite |
10 |
1,421 |
14,205 |
2,407 |
24,070 |
9,865 |
69% |
|
Page Industries |
2 |
21,162 |
42,324 |
32,301 |
64,602 |
22,279 |
53% |
|
Nestle India |
1 |
15,121 |
15,121 |
20,500 |
20,500 |
5,379 |
36% |
|
Dr. Lal Pathlabs |
20 |
3,137 |
62,740 |
4,151 |
83,020 |
20,280 |
32% |
|
HDFC Bank |
97 |
1,209 |
117,273 |
1,559 |
151,223 |
33,950 |
29% |
|
|
|
|
|
|
|
|
|
|
|
|
Grand Total |
452,382 |
|
736,077 |
283,695 |
63% |
Let’s make
this a birthday tradition and review this gift every year. I am hopeful that it will grow as
you grow older J
Love,
Daddy
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