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.

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??

basant, do you have any ill feelings selling asian paints?

 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...