Portfolio Review – June 2026 | ₹7,978 Portfolio | +9.91% Returns | My Investing Journey

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Portfolio Review – June 2026

Written By: Shinesh P.
Blog Name: Rupee Theory
Estimated Reading Time: 6 Minutes
Contact: rupeethoery28@gmail.com


Introduction

June 2026 has been another learning month in my investing journey. While my portfolio is still relatively small, it represents an important step toward my long-term goal of becoming a better investor and building wealth through disciplined investing.

This review covers my holdings, best and worst performers, sector allocation, and my future investment strategy.

My Investing Journey

My investing journey started during my first semester of first-year college. The very first share I ever bought was Tata Steel.

At that time, I had very little knowledge about the stock market. Concepts such as fundamental analysis, valuation, diversification, and financial statements were completely new to me. However, my mother encouraged me to start investing early and learn about money management from a young age.

Following her advice, I began spending one hour every morning learning about the stock market. I read articles, watched educational videos, learned basic financial terms, and gradually understood how businesses and markets work.

What started as curiosity slowly became a daily habit. Over time, I gained confidence in analyzing companies, understanding sectors, and making better investment decisions.

Today, I am in my third year of college, and I still continue my routine of learning about investing and finance. While I still consider myself a student of the market, the knowledge I have gained over the past two years has helped me become a more disciplined and informed investor.

My portfolio is not just a collection of stocks; it represents my learning journey, personal growth, and commitment to becoming a better investor every day.


Total Holdings

As of June 2026, my portfolio value stands at approximately ₹7,978, with a total investment of around ₹7,258, generating a profit of about ₹719.61 and an overall return of nearly 9.91%.

My portfolio currently includes companies from different sectors such as:

  • Metals

  • Automobile & Auto Components

  • Power & Energy

  • FMCG

  • Telecom

  • IT

  • Banking

  • Healthcare

  • Infrastructure

  • Gold ETF

Some of my holdings include:

  • UNOMINDA

  • NATIONALUM

  • TATAPOWER

  • TATASTEEL

  • ITC

  • IOC

  • BANK OF BARODA

  • INDUSTOWER

  • WIPRO

  • GREAVESCOT

  • GOLDBEES

Although the quantity of shares is small, my objective is to gradually build a diversified portfolio over time.

Best Performer

GREAVESCOT (Greaves Cotton)

The best-performing stock in my portfolio has been Greaves Cotton, delivering a return of approximately +156%.

This stock has significantly outperformed my expectations and has been one of the major contributors to my portfolio's growth.

Possible reasons behind its strong performance include:

  • Growth in the electric mobility segment

  • Expansion of business operations

  • Improved investor confidence

  • Positive market sentiment toward small-cap and manufacturing companies

This investment reinforced the importance of staying invested and allowing quality businesses time to grow.

Worst Performer

WIPRO

The weakest performer in my portfolio has been Wipro, showing a return of around -2.1%.

Despite being a well-established IT company, the stock has faced challenges due to:

  • Slower global IT spending

  • Weak demand in some technology segments

  • Market concerns regarding growth rates

However, a short-term decline does not necessarily mean a bad investment. It reminds investors that every stock will not move upward at the same pace.

Sector Allocation

One of the key strengths of my portfolio is diversification.

My investments are spread across multiple sectors:

Metals & Mining

  • NATIONALUM

  • TATASTEEL

Automobile & Auto Components

  • UNOMINDA

  • GREAVESCOT

Energy & Power

  • TATAPOWER

  • IOC

  • BPCL

Banking & Financial Services

  • BANK OF BARODA

Information Technology

  • WIPRO

Telecom Infrastructure

  • INDUSTOWER

FMCG

  • ITC

Healthcare

  • STARHEALTH

Gold Investment

  • GOLDBEES

  • SBI Gold Fund

This diversification helps reduce risk because poor performance in one sector can be balanced by better performance in another.

Future Strategy

When I first entered the stock market, I had a simple goal: to buy at least one share of every company in the Nifty 50 and gradually expand my portfolio.

As time passed and I learned more about investing, my approach evolved.

Today, instead of buying stocks simply because they are part of an index, I prefer selecting companies that:

  • Match my interests and understanding

  • Show strong business performance

  • Have good future growth potential

  • Perform well based on RBI reports and economic trends

  • Meet the criteria from my own analysis

Even though my strategy has changed, I still have a long-term dream of owning at least one share of every listed company in the Indian stock market. While it may take many years to achieve, it remains one of my personal investing goals.

Going forward, I plan to:

  • Continue learning fundamental analysis

  • Diversify across sectors

  • Invest regularly

  • Focus on long-term wealth creation

  • Build a larger portfolio one stock at a time

Conclusion

My portfolio may be small today, but every investment has taught me something valuable. From learning the importance of diversification to understanding that patience is often rewarded, each stock contributes not only to my portfolio but also to my knowledge as an investor.

The journey has only begun, and I look forward to reviewing how this portfolio grows in the years ahead.

Declaration

This article reflects my personal investment journey, experiences, and opinions as of June 2026. It is intended solely for educational and informational purposes and should not be considered financial, investment, tax, or legal advice.

Readers should conduct their own research and consult a qualified financial advisor before making investment decisions. Past performance does not guarantee future results.

Image Declaration

All portfolio screenshots and images used in this article are shared for educational and illustrative purposes only. The information shown reflects personal investments and does not constitute a recommendation to buy or sell any security.

For any concerns regarding the content or images used in this article, 

please contact rupeethoery28@gmail.com. 

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