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Portfolio Check Up
 The Equity Desk Forum :Market Strategies :Portfolio Check Up
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prudentinvestor
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Quote prudentinvestor Replybullet Posted: 03/Feb/2011 at 4:00pm
Omnitech Infosolutions net profit rises 41.67% in the December 2010 quarter

Sales rise 40.71% to Rs 81.23 crore

Operating Profit Margin increases to 33.79 % over 31.14% from a year ago.
"All you need for a lifetime of successful investing is a few big winners, and the pluses from those will overwhelm the minuses from the stocks that don’t work out..” - Peter Lynch
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prudentinvestor
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Quote prudentinvestor Replybullet Posted: 16/Feb/2011 at 11:51pm
Recent Additions

Patels Airtemp @75
Ajanta Pharma @198
Kalpataru Power @140
REC @270
HEG @196
Pratibha @56
Omnitech @150
Everonn @495



"All you need for a lifetime of successful investing is a few big winners, and the pluses from those will overwhelm the minuses from the stocks that don’t work out..” - Peter Lynch
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prudentinvestor
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Quote prudentinvestor Replybullet Posted: 09/Mar/2011 at 8:13pm
Recent Additions

Trading positions
----------------------------------
Kalpataru @111
A.K. Capital Services @ 390


Investment pf
------------------------------------
VST Tillers @420

"All you need for a lifetime of successful investing is a few big winners, and the pluses from those will overwhelm the minuses from the stocks that don’t work out..” - Peter Lynch
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prudentinvestor
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Quote prudentinvestor Replybullet Posted: 09/Mar/2011 at 8:16pm
Planned portfolio



Request senior boarders to please comment on the above.

Holding period is 3-5 years and more.




"All you need for a lifetime of successful investing is a few big winners, and the pluses from those will overwhelm the minuses from the stocks that don’t work out..” - Peter Lynch
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Bhupan
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Quote Bhupan Replybullet Posted: 09/Mar/2011 at 9:21pm
can't see your portfolio
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prudentinvestor
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Quote prudentinvestor Replybullet Posted: 09/Mar/2011 at 11:20pm
Originally posted by Bhupan

can't see your portfolio


Sector Stocks Weight
Pharma Ajanta Pharma 9.09
Education Everonn Education 7.27
Pharma Glennmark Pharma 5.45
Term Lending IFCI 7.27
Plastic Mayur Uniquoter 7.27
Software Omnitech Infosolution 7.27
Medical Opto Circuits 10.91
Infrastructure Pratibha Industries 9.09
Jewellery Shree Ganesh Jewellery  7.27
Banking South Indian Bank 9.09
Agriculture VST Tillers & Tractors 9.09
Banking Yes Bank 10.91

"All you need for a lifetime of successful investing is a few big winners, and the pluses from those will overwhelm the minuses from the stocks that don’t work out..” - Peter Lynch
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basant
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Quote basant Replybullet Posted: 09/Mar/2011 at 8:33am
One way to formulate a solid portfolio is to bet at least 60pc on sector leaders.

'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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barla
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Quote barla Replybullet Posted: 09/Mar/2011 at 10:27am
You have stocked a lot on midcaps. Is there some reason why you have done so.
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