Decade Blog Performance Review : 37.6% CAGR for last 11 years

            Even though I began writing my blog in 2011, my first few years were mostly about learning from mistakes. The market environment was also not very favorable at that time. My best stock pick came partly due to luck and maybe a bit of skill during the period from December 2014 to December 2015. It was Intrasoft Technologies Ltd. I wrote a blog post on 10 December 2014 when the stock was at ₹52 and added more at ₹45 on 19 December 2014.

https://value2wealth.blogspot.com/2014/12/e-commerce-intrasoft-technologies-ltd.html

https://value2wealth.blogspot.com/2014/12/conclusion-intrasoft-technologies-ltd.html

 

The stock later touched ₹827 on 22 December 2015 — nearly a 16x return in just one year. This turned out to be the best return for some of my blog-follower friends. I had given a sell call around ₹550, and today the stock is around ₹100. The company couldn’t deliver as promised, and the e-commerce frenzy eventually subsided. Although it remains one of my best picks because it generated about a 10.5x return for me in a year, if we assume that we are still holding the stock, then it no longer qualifies as one of my best picks.

 

Today I going to calculate my blog picks performance and opportunity to boast my performance even though I know reality it was just luck. I am starting from Dec2014 since before that learning period and done lot of mistakes and learnt from those.

Stock Name	Link	Date	Absolute Price	Adjusted Price	Adjusted Price comments	CMP(Nov 2025)	CAGR
Intrasoft Technologies	Link	10-Dec-14	52	52		97	5.33
Olympia Industries	Link	16-07-2015	165	165		35.9	-11.92
TechNVision Ventures	Link	07-10-2015	45	45		6338	63.49
Privi Speciality	Link	05-11-2015	225	150	Received 1 share of Fairchem Organics for every 3 shares of ADI Finechem	3154	35.59
BLUE CHIP TEX	Link	24-07-2016	100	100		133	2.9
Garden Reach Shipbuilders	Link	14-07-2019	117.5	112.5	Ex date for Rs 5 dividend was very close	2793	69.66

Every portfolio has both winners and losers. In this case as well, three stocks performed very well while the other three performed poorly. Now, let’s assume that in December 2014 I had a corpus of ₹1.2 crore and invested ₹20 lakh in each of the six stocks. It is interesting to see what the value of these six stocks would be today if they had all been held until now.

Stock Name	Adjusted Price	Amount	Quantity	CMP(Nov 2025)	Current Value	comments
Intrasoft Technologies	52	2000000	38462	97	3730769.23
Olympia Industries	165	2000000	12121	35.9	435151.52
TechNVision Ventures	45	2000000	44444	6338	281688888.89
Privi Speciality	150	2000000	13333	3154	42053333.33
BLUE CHIP TEX	100	2000000	20000	133	2660000.00
Garden Reach Shipbuilders	112.5	2850000	25333	2793	70756000.00	GRSE invested after 4.5  years , So ,20 Lakhs become 28.5 lakhs in 4.5 years in FD ( 6% rate)
				Total	401324142.97

  

This portfolio would have grown from ₹1.2 crore to ₹40 crore — a staggering CAGR of around 37.6% over 11 years, achieved with just a 50% success rate (3 winners out of 6). I am still not a full-time investor. There are certainly many investors and fund managers who may have achieved even better results, but one thing that works in my favour is that my stock picks were publicly documented. While many talk about their best picks in interviews, all of mine are recorded on my blog. It takes a lot of courage to write openly about your stock ideas in the public domain. Based on this performance, my hypothetical portfolio would fall within the top 10% of investors over the past decade.

However, I should clarify that the initial investment of ₹1.2 crore in December 2014  was only an assumption. I did not have that amount at the time, and my current portfolio value is definitely less than ₹40 crore. Unfortunately, I still haven’t been able to convince my family to let me leave my full-time job in the IT sector to pursue investing full time. But , one thing is sure my little bit of success can inspire many non full time small investors .

Happy investing and keep paying market it's fees on time by learning from mistakes.