pl warn you wife that it could get really ugly in goa when we meet |
Did the cops solve the recent case of 10 murders in Goa? It is rumoured that most of victims were value investors. Is there any truth in that?
Can you indicate the growth in this portfolio in terms of return from March 09, 2009? |
Portfolio size went up 2.5 times since March lows - mostly powered by old boys like JPA, Adani, GE Shipping etc. But I also invested some fresh cash after July - so that too would have added to the portfolio size.
I can check the returns of the new portfolio only from this Diwali to the next - because I started the restructuring in July and it was completed only last saturday when I bought Zydus Wellness.
Hindustan Tin has given the highest returns [up 275%] - but ironically, the holding percentage is very low because I didn't find the company (and still don't) very impressive. Sumedha Fiscal (minus 1.5%) has given the lowest returns.
The rest of the stock returns are in between these two. It actually suits me fine - because I intend to get rid of these stocks one by one later.
Cut-down-the-Flowering-plants, Keep-the-Weeds, Wait-for-the-Weeds-to- bear-flowers, and-then-Cut-it-down-too strategy.