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omshivaya
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Joined: 06/Sep/2006
Location: India
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Posts: 5966
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   Posted: 26/Jun/2007 at 2:57pm |
Rightly said Basant sir. I seriously think we should try an achieve the current TED XI CAGR for next 15-20 years OR at least 30%. TED would then get some serious recognition which I really want it to get.
So, we need to get this tempo. going and you would have to change your earlier milestone of 2010 Basant sir for the collective good of TED. We are with you all the way.
Edited by omshivaya - 26/Jun/2007 at 2:58pm
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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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catchsudipto
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Joined: 06/Sep/2006
Location: India
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Posts: 641
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Posted: 26/Jun/2007 at 3:05pm |
the ones in our The Equity Desk XI could seriously put several "smart" money managers to test
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Make your Life as simple as possible.
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smartcat
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Joined: 29/Mar/2007
Location: India
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Posted: 26/Jun/2007 at 3:26pm |
I will be compiling and putting up a detailed half yearly TheEquityDesk XI performance results (1st Jan 2007 to 30th Jun 2007) by the end of this month.
So far, the results are looking good. If TED XI was a mutual fund, it would be in No. 1 position. However, we have 3 more trading days to go and a couple of MFs might beat TED XI by a small margin.
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basant
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Joined: 01/Jan/2006
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Posted: 26/Jun/2007 at 4:04pm |
Originally posted by smartcat
I will be compiling and putting up a detailed half yearly TheEquityDesk XI performance results (1st Jan 2007 to 30th Jun 2007) by the end of this month.
So far, the results are looking good. If TED XI was a mutual fund, it would be in No. 1 position. However, we have 3 more trading days to go and a couple of MFs might beat TED XI by a small margin. |
Thanks for all that. It should be done that way so we always have a reality check going. Actually I am surprised to see that some MF's could beat TED stocks for the 6 month period.
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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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smartcat
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Joined: 29/Mar/2007
Location: India
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Posted: 26/Jun/2007 at 4:09pm |
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You are going directly head to head with Sandip Sabharwal (JM Basic) and Standard Chartered Premier Equity (which has a media & Ent biased portfolio). Sandip is 'cheating' by using Futures!
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deveshkayal
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Joined: 04/Sep/2006
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Posted: 26/Jun/2007 at 6:26pm |
Stan Chart Premier Eq is the fund to watch as i said earlier.
Smartcat,would you consider Titan or Educomp?
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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smartcat
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Joined: 29/Mar/2007
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Posted: 26/Jun/2007 at 6:31pm |
On the date Basant kicked out Educomp and replaced it with Titan, I did the same too. Ditto with Aditya Birla and Trent.
I just saw today's results. On the day when Sensex didn't move much, TED XI is up around 5%. I don't think there is a contest anymore between MFs and TED.
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xbox
Senior Member
Joined: 10/Sep/2006
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Posts: 2001
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Posted: 26/Jun/2007 at 5:25am |
I don't think there is a contest anymore between MFs and TED.
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100% correct. TED follows stock selection to limit the risk whereas MFs follow diversification for the same. They are regulated by SEBI we are by BM  . We resemble more like PMS. |
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Don't bet on pig after all bull & bear in circle.
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