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prasad20
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Quote prasad20 Replybullet Topic: Prasad's Portfolio
    Posted: 09/Dec/2009 at 11:38pm
Hello!!
 
I have been a regular visitor to this forum and found the contents very informative.
 
Seniors, Can you please take a look at my portfolio and suggest me any changes which will help achieve gains of 20-25% CAGR. My investment horizon is long term
 
Energy
ONGC                    4.20%
OIL                        5.93%
Petronet LNG         3.45%
 
Software
TCS                       10.41%
Sasken                    2.03%
3I Infotech              2.55%
 
Medical Equipment
Opto Circuits          3.15%
 
Telecommunication
Bharati                   9.93%
RCOM                     5.22%
 
Pharma
BIOCON                  1.45%
 
Power
Adani Power           2.19%
Reliance Energy      4.60%
NTPC                       8.85%
NHPC                       3.01%
 
Financials
IDFC                         1.50%
Syndicate Bank         1.50%
Bank of Maharashtra 4.85%
Indian Bank               1.60%
 
Engineering
PRAJ                          7.97%
L&T                            5.37%
 
Chemicals
Deepak Fertilizers      1.65%
 
Shipping
GE Shipping                6.08%
 
Cement
Mangalam Cement      2.50%
 
Regards
Prasad


Edited by prasad20 - 09/Dec/2009 at 11:40pm
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shadows
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Quote shadows Replybullet Posted: 09/Dec/2009 at 5:39am
Hi prasad, Price is more important than the percentage and script .
need to give the aquisition price.Smile

but in case of Sasken .......I think this is a hold for investors and they can buy on dips. What price u bought it.Confused
And I think it is not needed to talk about Opto........Simple 'hold for long term'

Rest will take care by Super SeniorsTongue and finally......................WELCOME
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9StockPortfolio
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Quote 9StockPortfolio Replybullet Posted: 09/Dec/2009 at 8:39am
On TED, usually people do not disclose Price & Qty..


Pursuit of Value
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samirarora
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Quote samirarora Replybullet Posted: 09/Dec/2009 at 9:03am
i guess disclosing purchase price would be OK, although quantity is a strict no-no.

best wishes,
samir.
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hit2710
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Quote hit2710 Replybullet Posted: 09/Dec/2009 at 9:25am
Hi

Telecom stocks as long term investments seem to have lost most of their charm because of cut throat competition.

You could switch to good realty stocks as a contrarion bet or if you want to go with the flow, you can go for fmcg/fmcg ancillary stocks.

Rest of them seem okay for the longer term.

Regards,
Hitesh.
Stockmarket is a weird place. For every person who buys a stock there is a person who sells it and both think they are very smart.
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Quote shadows Replybullet Posted: 09/Dec/2009 at 9:26am
Hi,
Iam not asking for the quantity.........just want to know the price.If we don't know the price of the bought stock,how can we discus about the stock.
Is it worthy to buy RIL@3000 now.although RIL is the strongest script we need to pick it at a lower price or at reasonable price..we cant give the same sugg. for the guy who picked it up at 2000 and to the guy picked it up at 980.Cool

@SamirJI ........can i know the problem with disclosing the qty.i knew it is a strict no-nobut why no-noConfused




Edited by shadows - 09/Dec/2009 at 9:27am
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hit2710
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Quote hit2710 Replybullet Posted: 09/Dec/2009 at 9:58am
It would be a good idea to discuss stocks in the portfolio based on current prices. For that we don't need purchase price.
Stockmarket is a weird place. For every person who buys a stock there is a person who sells it and both think they are very smart.
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prasad20
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Quote prasad20 Replybullet Posted: 09/Dec/2009 at 11:08am
Hi,
As for as pricing is concerned I have invested through the bull run till index was at 16000. Then I got scared of the valuations. Again started investing in the downturn from index of 14000-8000--and to present...
 
I am a conservative investor. I have not invested in momentum stocks like Realty (because of high valuation earlier and management concerns) 
 
Let me know if there are high conviction value stocks which I can invest in
 
Regards
 
Prasad
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