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Portfolio Check Up
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ashley_rahul
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Quote ashley_rahul Replybullet Topic: Rahul Portfolio!
    Posted: 24/Mar/2008 at 1:18pm
Hi All,
 
Would highly appreciate if you can comment on my portfolio.
 
Kindly comment on my holdings which are as follows
 
Stock Purchase Price % Holding Since
Reliance Industries 1392 11.5% Last 2 years
Kotak Mahindra Bank 654 9.8% Last 1 Year
Karur Vysa 288 7.3% Last 2 years
Axis Bank 840 7.0% Last 1 Year
Indiabulls Securities 470 6.2% Last 2 years
TV18 433 5.7% Last 1 Year
GBN 155 5.1% Last 1 Year
Sical Logistics 290 4.8% Last 2 Year
Pantaloon Retail 472 3.9% Last 2 years
Reliance Petroleum 227 3.8% Last 6 Months
Wipro 558 3.7% Last 2 years
Shaw Wallace 445 3.7% Last 6 Months
Power Grid Corp. 110 3.6% Last 6 Months
Pidilite Industries 207 3.4% Last 6 Months
BHEL 1000 3.3% Last 2 years
Videocon Industries 500 3.3% Last 2 years
Rural Electrification 105 2.8% Last 6 Months
Bharat Forge 338 2.8% Last 2 years
Hindalco 149 2.5% Last 2 years
Central Bank 102 2.1% Last 6 Months
Reliance Communication 370 1.8% Last 2 years
Geojit Financial 50 1.7% Last 1 Year
 
 
I am long term investor. And can continue to hold on all these stock till 2010 but need some guidance about which stock I should trim out to make it more return oriented. Thnx in advance
 
cheers
Rahul 
 
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basant
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Quote basant Replybullet Posted: 24/Mar/2008 at 1:51pm
Broadly portfolio looks good but in this market nothing is holding so to that extent we will have to take that beating.
 
I would like to put some more money in direct consumer plays with the pay commission and the budget sops consumer oriented businesses should do well. Obviously poeple will not buy more of soaps and shampoos but something that we call "discretionery spending" should see some demand.
'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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