Bargain Buys (21 Stocks)

The Bargain Buys -1.5 Year Valuation Bets

The Bargain Buys portfolio focuses on fundamentally strong businesses available at attractive valuations due to temporary pessimism, sector underperformance, cyclical slowdowns, or short-term market inefficiencies.

The objective of this portfolio is to capitalize on valuation re-rating opportunities over a 12–18 month horizon. The expected return target is north of 20% from the date of purchase, depending on market conditions and execution of the thesis.

Portfolio weightages may be reshuffled monthly if required, although changes are generally less frequent. If a stock delivers substantial returns and reaches fair valuation levels, it may be removed from the portfolio and communicated accordingly through Instagram or private channels, if available.

Best suited for investors looking for:

1. Medium-term opportunities
2. Favorable risk-reward setups
3. Valuation-driven investing

Because of the SEBI Guidelines the model portfolios are for education purpose only :)