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basant
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   Posted: 07/Jun/2007 at 11:57am |
Originally posted by smartcat
Personally, I'm not investing in TED XI in the current composition - because it doesn't suit my risk profile. I'm more of a large cap kind of guy. However, I do have some stocks of TED XI in my portfolio in much lower percentages.
I'm tracking TED XI to benchmark my personal portfolio's performance 
A few comments about TED XI -
- Not having any exposure to the Big Three software companies might result in TED XI underperforming the Sensex - especially if Infy comes out with 30% YoY growth next quarter.
- After entry of NW18, media companies constitute 40% of the overall portfolio.
- No Reliance Industries? RPL refinery is going online in 2008. Cash profit is set to double in 2010 thanks to KG basin gas discoveries. Reliance Retail should bring in serious money after that. Isn't this a good pick for Rip Van Winkle? |
Your arguments make a lot of sense. But we are all trying to make that money. If we can make our 30%+ in HDFC bank and ENIL why should we look for Reliance and Infy!
Fund managers invest in index heavyweights (Reliance and Infy) because they do not want their NAV to move away significantly from the broader index. Since we are not bothered by day to day movements we can do away with the large cap exposure.
Edited by basant - 08/Jun/2007 at 12:00pm
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'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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vip1
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Posted: 08/Jun/2007 at 12:32pm |
I think TED can stand for the 3 S's .
Situation,Style, Stocks
according to your Situation ( Money involved(corpus), , age, time frame etc)
your Style (mental famework(aggressive / balance/conservative, Returns expectation)
Choose your Stocks
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kulman
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Posted: 08/Jun/2007 at 10:30pm |
I think TED can stand for the 3 S's .
Situation,Style, Stocks
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That's a good one Vip1!
In my opinion, TED is not just about these 11 stocks.
It's a Gurukul* of sorts where one can learn & improve upon emotional aspects which are the most crucial, learn about process of selection, identifying & understanding businesses, pitfalls of listening to Tips, end-results of over-leveraging, and much much more...
*readers may please remember that any resemblance to my pseudoname is just a co-incidence!
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Life can only be understood backwards—but it must be lived forwards
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vip1
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Posted: 09/Jun/2007 at 7:40pm |
It's a Gurukul* of sorts
Right , and the best part is the GURU himself is a Student(always willing to learn).
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vip1
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Posted: 26/Jun/2007 at 12:26pm |
Originally posted by kulman
Originally posted by tigershark
all teds can contribute to global cooling or prevent further warming in their own small way as starters pl replace all bulbs with CFL. no i do not own shares of surya or havells! |
Yeah...switching to CFL is a good way to begin with.
How about switching off TV sets especially biz channels, Doctor Saab?
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kulman,
Biz channel Ki Jageh naya B(Basant) Channel Dekho Saare Bullbs aur CFL Sirf Andhera hatate Hain , Par Yeh " Dimaag Ki Bati jale De" , aur saare Andhere gayab !
Edited by basant - 26/Jun/2007 at 2:15pm
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kulman
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Posted: 26/Jun/2007 at 12:44pm |
Saare Bullbs aur CFL Sirf Andhera hatate Hain , Par Yeh " Dimaag Ki Bati jale De" , aur saare Andhere gayab !
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Vip1
I agree with you. New slogan: "come to TED, forget about FED!"
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Life can only be understood backwards—but it must be lived forwards
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basant
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Posted: 26/Jun/2007 at 1:45pm |
Enjoying all this humour on this thread. TED's stocks especially the ones in our The Equity Desk XI could seriously put several "smart" money managers to test. 
Edited by basant - 26/Jun/2007 at 1:53pm
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'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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kulman
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Posted: 26/Jun/2007 at 2:00pm |
could seriously put several "smart" money managers to test
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Woh log khud ko 'smart' ka label lagaate hain shayad!
I don't understand what's so smart about this 'smart money'?
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