Frequently asked questions
What does the Coffee Can Portfolio screen show?

The Coffee Can Portfolio screen lists NSE- and BSE-listed stocks that currently meet a specific set of filters: MCap ≥ ₹10K Cr, ROE ≥ 15%, ROCE ≥ 15%, D/E < 0.5. It is an automated, rules-based filter that surfaces companies matching those numbers — Buy and hold forever stocks. It is an informational research tool, not a curated list of recommendations.

What are the exact criteria for the Coffee Can Portfolio screen?

A stock appears in Coffee Can Portfolio when it satisfies MCap ≥ ₹10K Cr, ROE ≥ 15%, ROCE ≥ 15%, D/E < 0.5. Every company in the list passes all of these conditions at the time of the most recent data refresh. You can open any stock to see how it meets each condition.

How often is the Coffee Can Portfolio list updated?

The list is recalculated on our regular data-refresh cycle. Price- and volume-based screens update through the trading day, while fundamentals-based screens update as new financial data becomes available. The stocks shown reflect the latest available data, not a fixed or historical snapshot.

Can I customise or save the Coffee Can Portfolio screen?

Yes. You can start from Coffee Can Portfolio and adjust the thresholds, add or remove filters, and combine it with other conditions to build your own screen. Free users can run all presets and save a limited number of custom screens.

Are the stocks in Coffee Can Portfolio buy or sell recommendations?

No. Coffee Can Portfolio is a neutral, informational filter that shows which stocks currently match a mathematical set of conditions. It does not constitute investment advice and is not a buy, sell, or hold recommendation. Always do your own due diligence or consult a SEBI-registered investment adviser before investing.

Does a stock appearing in Coffee Can Portfolio mean it is a good investment?

Not necessarily. Meeting the criteria only tells you the stock matches those specific numbers today — it says nothing about future performance, valuation fairness, or the quality of the underlying business. Treat the results as one input among many.

What makes a company "financially healthy" on these screens?

These screens filter on balance-sheet and margin strength — for example low or zero debt, strong interest coverage, a healthy current ratio, high operating margins, or growing reserves. Companies that pass tend to have more financial cushion, but a strong balance sheet is one dimension of quality and does not guarantee strong share-price performance.

Is a "Debt Free" or low-debt company automatically safer?

Lower debt generally means less financial risk and less pressure from interest payments. However, some companies use debt productively to grow, so zero debt is not always optimal, and a clean balance sheet does not protect against business, valuation, or market risk. The screen only measures the debt ratio.

What is a "Coffee Can" portfolio?

The Coffee Can concept refers to identifying high-quality companies to hold for the very long term without frequent trading. Our screen approximates that profile with large size (MCap ≥ ₹10,000 Cr), consistent returns (ROE ≥ 15%, ROCE ≥ 15%) and low debt (D/E < 0.5). The name describes a long-hold philosophy; matching the filters is not a recommendation.