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
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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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