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The Equity Desk Forum :Market Strategies :Portfolio Check Up

Topic: Vivek's portfolio

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basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 05/Sep/2007 at 8:01pm
	Great thought Kulmanji. Welcome back Vivekji. Your trip to Hawai seems to have done some magic on you. If this is the secret then all of us could spend some money and be there at Hawai. Problem is if we go to Hawai and am not detached we may have to come back in Hawai chappals (slippers)!!!
	'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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tigershark Senior Member Joined: 13/Oct/2006 Location: India Online Status: Offline Posts: 3542	Posted: 05/Sep/2007 at 9:39pm
	hi vivekkumar did you ride the waves i hear that there are some monster waves in hawaii
	understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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vivekkumar_in Senior Member Joined: 19/Sep/2006 Location: United States Online Status: Offline Posts: 606	Posted: 05/Sep/2007 at 10:16pm
	Thanks Basantji ! and good joke with the Hawaii slippers.. In fact all beach going beautiful bikini clad gals & dudes only wear that kind of slippers.. only that it is not called Hawaii slippers there , they call it flip-flops.. weird guys... No Tiger ji.. I am not that good swimmer.. so don't try surfing.. I find lots of fun in snorkeling though...
	Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies. P Lynch
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vivekkumar_in Senior Member Joined: 19/Sep/2006 Location: United States Online Status: Offline Posts: 606	Posted: 15/Jan/2008 at 9:24am
	Hi, My latest portfolio for discussion PRIL - 30.7% Kotak - 17.5 % TV18 - 16.7% YesBank - 16.3% Axis Bank - 12.9% Centurion Bank - 5.8% Cash - 3.9% PRIL, Axis, Kotak, Yes and Centurion have raised fast in past 3-4 months tilting the balance towards them. Couple of thoughts in my mind are : - Want to add to Axis or enter Bluestar with cash - Consider staying or moving out from CentBank. I bought it for a 35-40% grower with a take over target. CentBank has already done very well for me in past 3-4 months. Don't know if most of take over premium has already been taken in. Am in double mind to stay or to move on to something like Axis or Bluestar. Welcome your comments.
	Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies. P Lynch
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omshivaya Senior Member Joined: 06/Sep/2006 Location: India Online Status: Offline Posts: 5966	Posted: 19/Jan/2008 at 2:32am
	Great portfolio Vivek jee. If I were you, I would exit CBOP and put that amount into Axis. Also, I would try making a choice between Kotak and Yes Bank. Rest all looks fine.
	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 Senior Member Joined: 04/Sep/2006 Online Status: Offline Posts: 3903	Posted: 19/Jan/2008 at 11:42am
	Am in double mind to stay or to move on to something like Axis or Bluestar. ----------------------------------------------------------------------------------- If concentration is the strategy, then Axis. Else Blue Star.
	"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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gemseeker Senior Member Joined: 09/Dec/2006 Location: India Online Status: Offline Posts: 146	Posted: 20/Jan/2008 at 12:09pm
	Around 52.5 % of your portfolio is sitting in the banking sector. Try diversifying across sectors. You can have a look at companies like Great Offshore, Aban Offshore in Rigs/Vessels Sector Elecon, Praj, Thermax in Engg. Sector Ferro Alloys (Platinum Mines discovered), Guj. Mineral, Deccan Gold (Gold Mines), NMDC in Mining sector -- Speculative/Cyclic Sector Bartronics in RFID, SMart Chips sector Banking, Media and Retail are booming sectors but betting more than 50% on One sector is Risky
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