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smartcat
Senior Member
Joined: 29/Mar/2007
Location: India
Online Status: Offline
Posts: 4243
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   Topic: TheEquityDesk XI - 9 Months Performance
Posted: 28/Sep/2007 at 7:37pm |
TheEquityDesk XI Inception Date - 1st Jan 2007 Time duration under review - 9 months/3 quarters (Jan 2007 to Sept 2007)
TheEquityDesk XI Absolute Returns - 43.2 %
Sensex Returns - 25.4 %
Top Performing Mutual Fund's Returns - 57.3 %
Average Mutual Fund Returns - 24.7 %
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TheEquityDesk XI Portfolio Composition:
| Company |
Net Asset(%) |
| HDFC Bank |
11.18 |
| HDFC |
11.07 |
| Bharti Airtel |
10.02 |
| Titan Industries |
9.76 |
| Yes Bank |
9.68 |
| Pantaloon Retail (India) |
9.68 |
| Television Eighteen India |
8.95 |
| Financial Technologies (I) |
8.47 |
| Entertainment Network India |
8.3 |
| Network Eighteen Fincap Ltd. |
6.74 |
| Dish TV India |
6.15 |
Individual Stock Absolute Gains (Jul 2007 to Sept 2007) -
| Company |
Abs Gains(%) |
| HDFC Bank |
25.22 |
| HDFC |
24.39 |
| Bharti Airtel |
12.44 |
| Titan Industries |
9.21 |
| Yes Bank |
11.76 |
| Pantaloon Retail (India) |
8.68 |
| Television Eighteen India |
0.64 |
| Financial Technologies (I) |
(8.56) |
| Entertainment Network India |
(6.35) |
| Network Eighteen Fincap Ltd. |
(24.27) |
| Dish TV India |
(30.82) |
Comments:
- An equal amount was invested in the original TED XI. But because of outperformance by a couple of stocks, the portfolio was rebalanced in July 2007 to have equal weightage.
- Yes Bank replaced Suzlon energy on 18th September 2007.
- JM Basic was the top performing mutual fund with a year-to-date returns of 57.3%
- If TheEquityDesk XI was a mutual fund, then it would rank 5 out of 162 diversified equity funds considering the 9 month performance.
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 28/Sep/2007 at 7:59pm |
Thanks for that assesement again. The Media stocks really hurt us in performance but then that is how it happened.
Surprisingly the stocks that we all think are overvalued and move slowly "The HDFC twins" were the best performers in this list.
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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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kumarrvq
Senior Member
Joined: 02/Aug/2007
Location: India
Online Status: Offline
Posts: 126
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Posted: 28/Sep/2007 at 10:35pm |
Fantastic performance, there were lots of uncertainity during month of feb-mar and Aug, still 43.2% return in 9 months!!!!
Really appreciate everyone for their contribution, Basant Jee, do you also look after any mutual fund apart from your own portfolio. If so then we can invest in your MF:-) and sleep peacfully!!!
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Thanks & Regards,
Harry
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 28/Sep/2007 at 10:39pm |
Originally posted by kumarrvq
Fantastic performance, there were lots of uncertainity during month of feb-mar and Aug, still 43.2% return in 9 months!!!!
Really appreciate everyone for their contribution, Basant Jee, do you also look after any mutual fund apart from your own portfolio. If so then we can invest in your MF:-) and sleep peacfully!!!
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Thanks. Again this is a zero sum game. If I start aMF or a PMS I will lose all sleep 
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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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us121
Senior Member
Joined: 03/Dec/2006
Online Status: Offline
Posts: 442
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Posted: 28/Sep/2007 at 11:33pm |
Originally posted by smartcat
Comments
- JM Basic was the top performing mutual fund with a year-to-date returns of 57.3%
- If TheEquityDesk XI was a mutual fund, then it would rank 5 out of 162 diversified equity funds considering the 9 month performance. |
If we compare with MF than in that case, XI will have much better performance than above considering:
No entry exit load (of course there will be some brokerage)
No Annual asset management charges
Annual dividend
Above benefits are considering the fact that such investment is for long term i.e. 3 to 5 yrs.
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ABILITY will get u at d top. CHARACTER will retain u at d top
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smartcat
Senior Member
Joined: 29/Mar/2007
Location: India
Online Status: Offline
Posts: 4243
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Posted: 28/Sep/2007 at 12:02pm |
Kulman ji's trading business and my business is going well, but as a backup plan, we plan to setup a mutual fund which invests in Basant's stocks. Please transfer all your life savings to my account. Kulman ji - aap dubai ka dho ticket book karna. I heard the view is good there.
| Surprisingly the stocks that we all think are overvalued and move slowly "The HDFC twins" were the best performers in this list. |
We should probably stop saying 'HDFC Bank is a 30% growth machine'. Especially since the stock price grows at 40% per annum.
Should the stocks be 'reset' to equal holdings again? Why not do it the index way - stocks that perform better get a higher weightage, and vice versa. Are you equally bullish on Yes Bank and Dish TV?
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 28/Sep/2007 at 12:09pm |
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Near term more on YES because Dish could take time but Yes will grow q-on q. So let it run the way most portfolios do - with unequal weightage.
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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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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
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Posted: 28/Sep/2007 at 12:16pm |
......aap dubai ka dho ticket book karna.
--------------------------------------------------------
Done! Seats blocked using travel portal yatra.com. (what to do with that loot you flicked while counting Om jee's money?)
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Life can only be understood backwards—but it must be lived forwards
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