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basant
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Joined: 01/Jan/2006
Location: India
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Posts: 18403
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   Posted: 06/Oct/2009 at 6:49pm |
Thanks for the effort. I hope I have not gone number blind! 
Originally posted by Khan
Basantji,
Please find below my analysis of TED XI performance since 3 years, using data which I was able to collect from your earlier reports. I have used prices as mentioned in your reports. Adjusted Pantaloon retail for split.
In simple words, if someone followed the TED XI stocks by investing equal amounts at the beginning of October 2006 and if every quarter since October 2006, they would rebalance the portfolio and align with equal weighted TED XI, the portfolio would be up 52% even after the roller coaster of 2008-09. Comparatively Nifty is up about 42% over the same period.
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Edited by basant - 06/Oct/2009 at 6:54pm
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'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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YGIND
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Joined: 11/Oct/2009
Location: India
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Posts: 2
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Posted: 11/Oct/2009 at 3:42pm |
Dear Basant
The portfolio needs to be improved with stocks related to Power Sector .
like BGR Energy .
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Yogesh
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rakhi183
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Joined: 07/Oct/2009
Location: India
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Posts: 14
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Posted: 12/Oct/2009 at 4:45pm |
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Basantji. I have recently joined the blog and shall introduce myself soon. Just needed a quick comment.Hawkins has excellent returns on equity and capital employed. However, I feel that its main competitor Prestige will show higher growth in the future. Its value vs growth I guess. What's your view point??
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tigershark
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Joined: 13/Oct/2006
Location: India
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Posts: 3542
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Posted: 23/Oct/2009 at 4:21pm |
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idfc a good set of numbers.looks like this one is back on the growth path provided gdp grows and equitymkts do well
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understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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tigershark
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Joined: 13/Oct/2006
Location: India
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Posts: 3542
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Posted: 23/Oct/2009 at 4:22pm |
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basant, do you have any ill feelings selling asian paints?
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understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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Vilas
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Joined: 26/Oct/2009
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Posted: 26/Oct/2009 at 5:07pm |
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Basant Ji,
I would like to buy Stock i.e Mcnally Bhart for Long term prospective ..3 Year..
I would be really appritate if you advice me about Mcnally Bharat Stock.
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Addey
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Joined: 22/Nov/2009
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Posted: 22/Nov/2009 at 1:12pm |
 Hi sir i read ur topics on rakesh jhunjhunwala but i did'nt get r.j portfolio of sept2009. sir can u share rj2009 portfolio with me. and rj have latest bought shares like mrs rekha jhunjhunwala bought 500000 shares of mcnally bhart on 08 oct 2009.
I want to see some usefull portfolio like Morgan stanley investments, reliance capital investments,lheman brothers etc.
Thanks...
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