Smartcat - Portfolio Checkup

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smartcat
Senior Member

Joined: 29/Mar/2007
Location: India
Online Status: Offline
Posts: 4243

Posted: 16/May/2007 at 5:41pm

Portfolio Style Break Up
Rank	Percentages
Giant	61.86
Large Cap	20.65
Mid Cap	17.49


Top 15 Equity Portfolio Holdings
Company	Net Asset(%)
Infosys Technologies	19.33
Bharti Airtel	14.47
Reliance Communications	13.05
Reliance Industries	11.52
UTI Bank	7.82
Aban Offshore	6.97
Reliance Capital	5.86
Television Eighteen India	5.64
Pantaloon Retail (India)	5.24
Lakshmi Machine Works	3.61
Suzlon Energy	3.48
Tanla Solutions Ltd.	3
Total Portfolio Value	100


Portfolio Sector Allocation
Sector	Net Asset(%)
Technology	49.85
Energy	18.49
Financial Services	13.68
Services	10.88
Textiles	3.61
Basic/Engineering	3.48
Total	100

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smartcat
Senior Member

Joined: 29/Mar/2007
Location: India
Online Status: Offline
Posts: 4243

Posted: 16/May/2007 at 5:42pm

This is how my portfolio looks after the restructuring. Is this better than before? Thoughts behind the restructuring -

- Reduction in the number of stocks from 22 to more manageable 12.

- Got rid of TCS and increased exposure to INFOSYS since both the companies will probably have similar growth rates in the future. No point in tracking 2 separate companies.

- Got rid of ICICI Bank because of equity dilution concerns/low future EPS growth rates and the pending demerger. I will take a call on demerged entities later. Increased exposure to UTI Bank since I believe this is going to be the 'next' HDFC Bank.

- Removed stocks from capital goods sector like L&T, Thermax, Praj & BHEL because most of the mutual funds I own already have these stocks in sizeable quantities.

- Removed Bharati Shipyard after I learnt that it depends on government subsidies for profitability.

- Removed M&M, Maruti, JP Associates and Madhucon based on devesh's recommendations.

- Added TV 18 and increased exposure to Pantaloon based on Basant's recommendations.

- Got rid of Marico and added Reliance Capital - a play on the insurance and consumer finance sector

Edited by smartcat - 16/May/2007 at 6:01pm

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basant
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Joined: 01/Jan/2006
Location: India
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Posts: 18403

Posted: 16/May/2007 at 7:33pm

Added TV 18 and increased exposure to Pantaloon based on Basant's recommendations

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Mera disclaimer padh lo Bhai!!!

'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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Posts: 4243

Posted: 16/May/2007 at 7:45pm

Basant Ji - If I make money out of TV18 and Pantaloon, I will make a life size statue of you and phool chadaaoonga.

If these two stocks tank and I lose money, I will just blame my Naseeb - don't worry.

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omshivaya
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Joined: 06/Sep/2006
Location: India
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Posts: 5966

Posted: 16/May/2007 at 8:28pm

Statue banana shuru kar lo bhaiyya!

Maine to bana liya aur roz kasrat karta hoon uske samne...

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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deveshkayal
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Joined: 04/Sep/2006
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Posts: 3903

Posted: 16/May/2007 at 9:49pm

Removed M&M, Maruti, JP Associates and Madhucon based on devesh's recommendations

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Well..i think add more to Pantaloon or TV18 though the former looks more attractive in place of LMW...

Regarding "If I make money out of TV18 and Pantaloon"....why "IF"

"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
Location: India
Online Status: Offline
Posts: 4243

Posted: 16/May/2007 at 12:52pm

What's the TEDdy view on UTI Bank? Nothing interesting? I would like to know if there are any negative views as such.

The only thing I don't like about UTI Bank is the new name - Axis Bank (according to the latest company report). Yuck. Sounds like George Bush's 'Axis of Evil' Bank.

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basant
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Joined: 01/Jan/2006
Location: India
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Posts: 18403

Posted: 16/May/2007 at 7:25am

Small discussion on UTI Bank:

http://www.theequitydesk.com/forum/forum_posts.asp?TID=247

'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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