Studentoflife's Portfolio
Printed From: The Equity Desk
Category: Market Strategies
Forum Name: Portfolio Check Up
Forum Discription: Members may put forward their portfolios dor comments from other members. The final call will obviously be taken by the investor himself.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=2207
Printed Date: 03/May/2025 at 6:12am
Topic: Studentoflife's Portfolio
Posted By: studentoflife
Subject: Studentoflife's Portfolio
Date Posted: 01/Jul/2009 at 6:44pm
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Deleted ------------- First step towards learning is the realization that you do not know anything. |
Replies:
Posted By: basant
Date Posted: 01/Jul/2009 at 8:47am
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Normally I like and invest in 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 |
Posted By: Hitesh Shah
Date Posted: 01/Jul/2009 at 9:55am
Good to see GIC Housing Finance  .
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Posted By: studentoflife
Date Posted: 07/Jul/2009 at 7:38am
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: studentoflife
Date Posted: 07/Jul/2009 at 7:40am
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: studentoflife
Date Posted: 07/Jul/2009 at 7:44am
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: shadows
Date Posted: 07/Jul/2009 at 9:54am
GIC and Ahlu.Con are are Good Stocks in my
View.I prefer to buy Ahlu.Con @ 85-90 levels.My target for this is at
130-150 in nxt.6 or 8 months  I would prefer AndhraBank to be in PortFolio.
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Posted By: studentoflife
Date Posted: 15/Jul/2009 at 1:51pm
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: chimak10
Date Posted: 15/Jul/2009 at 3:43pm
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Hmm.........deaths on site.........i am myself a contractor..........i have also seen few dead guys on the site........injuries & deaths are normal stuff in this biz.............what could one say....it is a dangerous line to work in. Have personally suffered few serious injury myself.
I would say normal stuff in construction industry. |
Posted By: subu76
Date Posted: 15/Jul/2009 at 3:51pm
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Sad but true.
Just the other day a big builder had a big accident in Bangalore's white field area and the rumour is they did not even acknowledge a lot of deaths.
This is what differentiates L&T and other Indian builders......that is not to say L&T does not have casualties.
And not only building sites...electrical power plants etc also have mishaps
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Posted By: shadows
Date Posted: 15/Jul/2009 at 7:27pm
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I think this is a risk with every construction company ... we saw what will happen to hyderabad and delhi bridge falls. Even if they proved I think they will get out with a fine and continues their business |
Posted By: studentoflife
Date Posted: 15/Jul/2009 at 11:32pm
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: sirajkhan
Date Posted: 01/Aug/2009 at 5:42pm
| i have r power @ 146=50 can i hold or sell |
Posted By: DHIRAJKANT
Date Posted: 01/Aug/2009 at 6:03pm
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hi,
sell r-power & buy jindal steel & power(bonus 5:1 soon) 4 long-term.
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Posted By: Hitesh Shah
Date Posted: 01/Aug/2009 at 9:13pm
Don't mean to hijack the topic of Ramprakash, but couldn't agree more. ------------- |
Posted By: studentoflife
Date Posted: 05/Aug/2009 at 11:19pm
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: studentoflife
Date Posted: 09/Sep/2009 at 7:03am
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: rajnsharma
Date Posted: 18/Sep/2009 at 9:40pm
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It will be good if you can add some sector leaders.
Regards,
Raj
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Posted By: studentoflife
Date Posted: 18/Sep/2009 at 8:16am
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: rajnsharma
Date Posted: 19/Sep/2009 at 1:13pm
Agreed that these four mentioned by you are sector leaders. My idea was to suggest you to have a portfolio of leaders or companies that have niche. By the way there is no need to have fancy stocks as they become fancy, it means story is known to everybody and it’s kind of fully discovered. I am fully with you on this. But at times even the well known stories are multibaggers in long run when bought at good valuations
 Regards,
Raj
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Posted By: studentoflife
Date Posted: 07/Feb/2010 at 4:42am
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: smartcat
Date Posted: 08/Feb/2010 at 3:39pm
Between -25 to +25% CAGR 
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Posted By: studentoflife
Date Posted: 09/Feb/2010 at 6:47am
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: studentoflife
Date Posted: 21/Feb/2010 at 6:53am
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: studentoflife
Date Posted: 25/Feb/2010 at 11:00am
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: studentoflife
Date Posted: 07/Apr/2010 at 4:52am
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del ------------- First step towards learning is the realization that you do not know anything. |
Posted By: studentoflife
Date Posted: 07/Apr/2010 at 6:04am
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DELETED |
Posted By: studentoflife
Date Posted: 20/Apr/2010 at 6:30am
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: dasa
Date Posted: 20/Apr/2010 at 8:13am
I missed buying when it was around 400 few months back. Is it still worth buying at present levels of 637 ? |
Posted By: studentoflife
Date Posted: 20/Apr/2010 at 8:57am
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: studentoflife
Date Posted: 17/Jul/2010 at 4:17am
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: Vivek Sukhani
Date Posted: 17/Jul/2010 at 8:18am
What I like the most in your portfolio is that its a pretty balanced one in terms of weightage as well as sectoral allocation.
I have no clue about GIC, but I guess Ultramarine needs to be held for some more time. I know it has tested patience, but it should become steady in some time. Since I am holding Ultramarine for a pretty long period of time, I may sound biased, but I feel for a stock which occupies just 1 p.c of your portfolio, which hasnt done too well but hasnt too badly like many high fliers, shouldnt be sacrificed just yet.
1 p.c churn, in any case, wont make a big difference to your portolfio either, but in the process you will one of the best yielding companies, and it has been pretty consistent there. ------------- Jai Guru!!! |
Posted By: studentoflife
Date Posted: 18/Jul/2010 at 12:07pm
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: studentoflife
Date Posted: 07/Feb/2011 at 7:26am
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: Anand Bhushan
Date Posted: 22/Jun/2011 at 9:40am
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Hi,
I am greatly impressed by your portfolio's pillars. What amazes me more than anything that you have constructed your portfolio without picking any of the TED XI stocks. Seems like the fundamentals of investment has under your firm grip. one request...please post your investment rational for the current time and future ahead. |
Posted By: studentoflife
Date Posted: 25/Jun/2011 at 6:32pm
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: studentoflife
Date Posted: 25/Jun/2011 at 6:47pm
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: Anand Bhushan
Date Posted: 26/Jun/2011 at 11:30pm
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Hi,
One question...why do you prefer HSIl on top of kajaria or nitco or cera...any particular reason knowing return ratios are better for kajaria... |
Posted By: studentoflife
Date Posted: 27/Jun/2011 at 9:36am
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: studentoflife
Date Posted: 08/Jul/2011 at 11:39pm
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: studentoflife
Date Posted: 19/Jul/2011 at 5:53pm
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: studentoflife
Date Posted: 23/Aug/2011 at 11:18am
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: studentoflife
Date Posted: 24/Apr/2012 at 6:29pm
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: studentoflife
Date Posted: 24/Apr/2012 at 6:33pm
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deleted ------------- First step towards learning is the realization that you do not know anything. |
Posted By: TCSer
Date Posted: 24/Apr/2012 at 8:14pm
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Ahluwalia has got embroiled in commonwealth scam with large payment stuck . ------------- Share market is nothing but a game of temperament. Success mantra Right Price,Right Business,Patience, Conviction .Do not do panic buying or selling.It may be the only profession where inactivity pays |
Posted By: Jimm0y74jp
Date Posted: 04/May/2016 at 9:33pm
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