Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
Posted: 25/Aug/2011 at 12:56pm
Received some cash.
So, current portfolio stands as under(approx. figures):
Yes Bank: 71%
Delta Corp: 25%
Cash: 4%
The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
Posted: 25/Aug/2011 at 11:41pm
Interest rates cycles come and Go Viay jee.I am betting more on their management. And my bet is for a bit long term, hence interest rate cycles don't bother me that much.
Edited by omshivaya - 25/Aug/2011 at 11:41pm
The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
Posted: 24/Nov/2011 at 12:08pm
Sold off Delta Corp 1-2 weeks back.
Current Portfolio(approx.):
Yes Bank: 74%
Cash: 26%
My Notes: Sold off Delta primarily because I got a better idea somewhere else rather than any major change in Delta's story. Plan to deploy the cash in coming weeks.
The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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