Originally posted by satya
Hi all. Basantjee i am a regular visitor of your web site.
my portfolio :
- Idea Cellular 17.38 % (IPO)
- ONGC 9.60 % (IPO)
- Indian Hotels 6.59%
- MRO-Tek 6.26 %
- Firstsource 5.86 % (IPO)
- Rel.Petro 4.69 % (IPO)
- Tanla Sol.Ltd. 4.46 % (IPO)
- CBOI 4.33 % (IPO)
- Redington 4.11 % (IPO)
- ICRA Ltd. 4.45 % (IPO)
- GAIL 3.74 % (IPO)
- Moser Baer 3.58 %
- IDFC 3.41 %
- Adlabs Films 3.39 %
- Dish TV 3.37 %
- ICICI Bank 3.01 % (latest IPO)
- Motilal Oswal 2.78 % (IPO)
- KLG Systel 2.72 %
- Ranbaxy 2.62 %
- Vishal Retail 2.18% (IPO)
- Fortis Health 1.46 %
100%
All types of comments / suggestions are welcome.
Thanks. Satyavan |
if you want my suggestion then i wud say:
1. trim down your holdings....its tough to handle too many stocks
2. sell fortis health(its a business which sucks up wealth and anyways its just 1.4% of your folio so not gonna make huge changes), first source (they have lost Bank of america's deal because of poor performance and given the dollar-re scene i wud exit it, ONGC( u wud have made good money out of it since IPO...so time to say good buy...), bye bye to ranbaxy also, then idea also...why idea and why not rcom or bharti?? that if at all you want to be in telecom sector....
3. this will free your 40% of money....now deploy this into RPL, Adlabs, CBOI, TO concentrate them a bit.
4. buy either yes bank or NW18 with part of cash generated....
going further u can start booking profits in gail, moser baer,, klg systel and deploy them in concentrating ur other holdings....
all da best and happy investing