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Portfolio Check Up
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chic_1978
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Quote chic_1978 Replybullet Posted: 18/May/2007 at 5:26pm
Whenever I invest my dus rupaiah into any stock, it goes boom. TV18 went up by 14% after I put my money - its like magic Wink
 
Now ladies and gentlemen - do you want any other stock to go up?
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I have a long list for ur magical power's madam.................pls refer to my portfolio................LOL


Edited by chic_1978 - 18/May/2007 at 5:29pm
happy & wise investing
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chic_1978
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Quote chic_1978 Replybullet Posted: 18/May/2007 at 5:28pm
 
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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I THINK WE NEED TO RECRUIT A NUMEROLOGIST OR MAYBE CONSULT EKTA KAPOOR TO SUGGEST SOME BETTER NAMES................WOT SAY MADAM ?????Big%20smile  
happy & wise investing
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smartcat
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Quote smartcat Replybullet Posted: 18/May/2007 at 5:30pm

When I last checked, I was a dude. Not a Madam LOL
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Quote smartcat Replybullet Posted: 21/May/2007 at 12:56pm
Did one last change - removed Suzlon and Tanla - and added Entertainment Network of India (ENIL) to my portfolio. I finally have my own Smartcat XI -  a fairly conservative portfolio with 75% of holdings in large caps.
 
My portfolio is like New Zealand cricket team. Has the best captain (Fleming <=> Infosys, doesn't score much but is a good leader), will never win the world cup (won't be a multi-bagger) but will still beat Australia (beats the sensex) numerous times.
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deveshkayal
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Quote deveshkayal Replybullet Posted: 24/May/2007 at 11:58am
Whenever I invest my dus rupaiah into any stock, it goes boom. TV18 went up by 14% after I put my money - its like magic Wink
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ENIL is in a downturn !!!
"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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Quote smartcat Replybullet Posted: 25/May/2007 at 1:07pm

I guess I need to stop listening to Radio Indigo and start listening to Radio Mirchi!
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Quote smartcat Replybullet Posted: 20/Jun/2007 at 12:32pm

After looking at vivekkumar's new portfolio concentration strategy, I got inspired and did a little bit of portfolio re-allocation too. Here's how my new portfolio looks like - my own lean mean money making machine.

Reliance Communications   24.06%
Aban Offshore                    18.20%
Infosys Technologies          16.96%
Reliance Industries             11.42%
Reliance Capital                  10.06%  
UTI Bank                              7.92%  
TV18 India                           7.26%  
Lakshmi Machine Works      4.11%
 
The most obvious change is - Pantaloon is missing. I've decided to get out of Pantaloon after reading Merrill Lynch report. Also, as Basant once said, Pantaloon is no longer a value buy. Everybody is waiting for Pantaloon to unlock value by demerging - and that for me is like waiting for milk to boil or eggs to hatch.
 
I hope to latch on to the retail growth story in India via Reliance Industries. My Reliance Capital would be a proxy for consumer finance growth story - so I'm kissing goodbye to Future Capital too.
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catchsudipto
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Quote catchsudipto Replybullet Posted: 20/Jun/2007 at 12:38pm
so I'm kissing goodbye to Future Capital too.
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My personal feeling is that  you became bearish too early on Pantaloon. You should have waited a bit longer in pantaloon untill the value was unlocked. Shocked 
 Anyway wish u all the best for your new portfolio.  Smile
Make your Life as simple as possible.
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