Coffee Can Portfolio Performance

Stocks
1

Does Any one from our forum follow Coffee Can Portfolio concept ? Is it working as expected ? - with more than 1000 stocks .
How is the performance in Perc wise?

  • Multibaggers
  • Negative returns
  • Decent returns

Position size per stock?

Time of accumulation

  1. Continuous
  2. Crash time
  3. Bullish
  4. Bearish
  5. Sideways

Zerodha Article : Portfolio update of a colleague at work – Z-Connect by Zerodha
Prev discussion : Coffee Can Portfolio
Some Ideas

2

I’ve followed a coffee-can style book for a few years, but with a much smaller list (closer to 10–15 high-quality names, not 1000+). With a huge universe the “can” stops being a can and becomes a broad index with a lot of dead weight.

What helped me judge whether it is “working”:

  1. Track XIRR of the whole basket vs Nifty 500 TRI over the same period, not individual multibagger count.
  2. Separate the names that still clear the original quality rules (ROCE, debt, consistent growth) from ones that only looked good at entry.
  3. Accept that a few will go to zero or stay flat for years; the strategy only fails if the survivors don’t more than make up for them.

Curious what screen or book you used to get to 1000+ — that starting filter usually decides the outcome more than the hold period.

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