Sample Portfolio Tracker - safalniveshak.

com
Disclaimer: All stocks mentioned below are purely indicative and do not represent my portfolio.
Cost Price Cumulative % Portfolio at Current Cumulative % Portfolio at Holding Period
Company BSE Code pe marketcap Changepct Buy Date Buy Units (Rs) Total Cost Cost Cost Price Value Value Value Return Profit/Loss (Years) CAGR
Hawkins 508486 39.4 3,173 0.0% 18-Nov-2011 25 1520 38,000 6,000 150,000 11.5 12.7%
14-Nov-2013 25 2100 52,500 90,500 7.53% 6,000 150,000 300,000 6.63% 231% 209,500 9.5 11.7%
CRISIL 500092 47.2 16,690 -2.5% 17-Feb-2012 40 944 37,760 2,306 92,222 11.2 8.3%
13-Dec-2013 25 1040 26,000 2,306 57,639 9.4 8.8%
12-Dec-2014 25 1875 46,875 110,635 9.20% 2,306 57,639 207,500 4.58% 88% 96,865 8.4 2.5%
Asian Paints 500820 90.2 282,954 0.2% 25-Jan-2013 25 440 11,000 2,950 73,761 10.3 20.3%
9-Jan-2015 25 813 20,325 2,950 73,761 8.3 16.7%
24-Aug-2017 75 1136 85,200 116,525 9.69% 2,950 221,284 368,806 8.15% 217% 252,281 5.7 18.1%
Havells India 517354 61.5 64,245 -0.1% 7-Dec-2012 18 121 2,178 1,026 18,465 10.4 22.7%
11-Jan-2013 20 135 2,700 1,026 20,517 10.3 21.7%
4-Dec-2015 20 299 5,980 1,026 20,517 7.4 18.0%
14-Jul-2017 20 477 9,540 20,398 1.70% 1,026 20,517 80,016 1.77% 292% 59,618 5.8 14.0%
Pidilite 500331 95.9 108,361 2.7% 25-May-2012 250 170 42,500 2,133 533,188 11.0 25.9%
7-Mar-2014 300 286 85,800 2,133 639,825 9.2 24.4%
10-Jul-2015 150 546 81,900 210,200 17.48% 2,133 319,913 1,492,925 32.97% 610% 1,282,725 7.8 19.0%
Dabur 500096 58.7 99,002 0.3% 20-Jul-2012 200 118 23,600 560 112,020 10.8 15.5%
26-Sep-2014 20 224 4,480 560 11,202 8.6 11.2%
11-Sep-2015 100 282 28,200 560 56,010 7.7 9.4%
27-May-2016 150 296 44,400 560 84,015 7.0 9.6%
13-Oct-2017 150 322 48,300 148,980 12.39% 560 84,015 347,262 7.67% 133% 198,282 5.6 10.4%
Pfizer 500680 50.8 25,288 2.7% 7-Dec-2012 15 1135 17,025 5,525 82,876 10.4 16.4%
15-May-2015 20 2217 44,340 5,525 110,501 8.0 12.1%
20-May-2016 20 1764 35,280 96,645 8.04% 5,525 110,501 303,878 6.71% 214% 207,233 7.0 17.8%
Titan 500114 158.4 154,178 0.3% 9-Nov-2012 250 290 72,500 1,736 433,875 10.5 18.5%
8-Aug-2014 100 342 34,200 106,700 8.87% 1,736 173,550 607,425 13.42% 469% 500,725 8.8 20.3%
Britannia 500825 46.2 86,109 0.0% 28-Mar-2013 100 263 26,300 3,578 357,785 10.1 29.4%
30-Apr-2015 50 1099 54,950 81,250 6.76% 3,578 178,893 536,678 11.85% 561% 455,428 8.0 15.8%
Bajaj Auto 532977 24.9 121,134 -0.9% 20-Apr-2020 50 2623 131,150 131,150 10.91% 4,184 209,200 209,200 4.62% 60% 78,050 3.1 16.5%
Castrol India 500870 20.9 14,674 0.8% 29-Sep-2017 500 179 89,500 89,500 7.44% 148 74,150 74,150 1.64% -17% (15,350) 5.6 -3.3%

ITC 500875 20.9 14,674 0.8%

Total 1,202,483 1,202,483 100.00% 4,527,839 4,527,839 100.00% 277% 3,325,356

Instructions
1. Copy the contents of this entire sheet and paste it on your local Google Sheet document
2. You need to input details for blue-colored columns only. Data for all other cells are automatically populated/calculated
3. BSE Code for stocks can be found on BSE's website, as shown below.
4. Green columns are populated using Google Finance codes. Do not touch them, else the sheet will not work as it is meant to.
5. Check this page for more Google Finance codes - https://support.google.com/docs/answer/3093281?hl=en
 Sample Stock Watchlist - safalniveshak.com
Disclaimer: All stocks mentioned below are purely indicative and do not represent my watchlist.
Code Price PE changepct marketcap high52 low52 < high52
Reliance Inds 500325 2,183 29.0 0.37% 1,425,525 2,369 1,495 -8%
HDFC Bank 500180 1,482 25.7 0.12% 11,226 1,650 928 -10%
Infosys 500209 1,425 31.3 0.70% 8,333 1,480 675 -4%
HDFC 500010 2,561 24.5 0.64% 462,379 2,895 1,623 -12%
ICICI Bank 532174 640 23.9 0.66% 6,096 679 323 -6%
TCS 532540 3,216 37.1 0.52% 1,189,912 3,359 2,001 -4%
Kotak Mahindra
Bank 500247 1,803 35.7 1.14% 357,733 2,049 1,228 -12%
ITC 500875 209 19.6 1.28% 257,869 239 163 -12%
L&T 500510 1,519 63.8 0.02% 213,451 1,593 843 -5%
HUL 500696 2,381 70.0 1.03% 559,248 2,504 2,001 -5%

Instructions
1. Green columns are populated using Google Finance codes. Do not touch them, else the sheet will
not work as it is meant to.
2. BSE Code for stocks can be found on BSE's website, as shown in the image below.
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