| Author |
Message |
pankaj72
Newbie
Joined: 06/Oct/2008
Online Status: Offline
Posts: 14
|
   Topic: Pankaj 72's portfolio
Posted: 07/Oct/2008 at 6:20pm |
Hello Basantji,
I am new to this forum,joines after reading about it in outlook money.I have been investing in mutual funds and stocks for last one year. The basis for investing in stocks is largely Outlook money and articles of Business Standard.My portfolio is as below:
ICSA:15%
Zen technlogies:5%
J P Associates:8%
LLoyd electric and Engg:8%
Opto circuits:4%
Rohit ferrotech:15%
Bilcare:13%
Jhunjhunwala Vanaspati:8%
Bharti Ship yard:3%
Jai balaji Industries:2%
L & T :19%.
My overall portfolio value has reduced by about 35% during this market downslide.But I intend to keep an horizon of at least 5 years.Should I invest further to average out or Should I go for select large caps.Pl.advise.
|
 IP Logged |
|
|
|
 |
|
hallmark
Senior Member
Joined: 27/Jan/2008
Location: India
Online Status: Offline
Posts: 366
|
Posted: 07/Oct/2008 at 6:29pm |
|
jp associates,bilcare, bharti shipyard can be retained alongwith l and t. dump the rest.
|
|
IP Logged |
|
|
|
hallmark
Senior Member
Joined: 27/Jan/2008
Location: India
Online Status: Offline
Posts: 366
|
Posted: 07/Oct/2008 at 6:29pm |
|
icsa is ok
|
|
IP Logged |
|
|
|
vijaygawde
Senior Member
Joined: 21/Mar/2008
Location: India
Online Status: Offline
Posts: 851
|
Posted: 07/Oct/2008 at 6:46pm |
I like L&T, Opto Circuits and Bilcare from your portfolio.
|
|
Diversification is protection against ignorance, it makes little sense for those who know what they’re doing.
|
|
IP Logged |
|
|
|
kumardiwesh
Senior Member
Joined: 26/May/2008
Location: India
Online Status: Offline
Posts: 721
|
Posted: 07/Oct/2008 at 7:24pm |
|
Your portfolio has lot of small companies.
I hope u hav not overpaid for these companies.
Lot of ppl buy small-caps cos they appear cheap in relation to large-caps on a P/E basis.
Your companies are mostly okay.
|
|
"History does not tell you the probability of future financial things happening" - Warren Buffett
|
|
IP Logged |
|
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
Posted: 07/Oct/2008 at 8:41pm |
Hi, nice to see you here. Unfortunately I do not follow these stocks but many from this forum follow some of these very closely.
|
|
'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
|
|
IP Logged |
|
|
|
pramodjain
Senior Member
Joined: 29/Mar/2007
Location: India
Online Status: Offline
Posts: 300
|
Posted: 07/Oct/2008 at 9:10pm |
I think it is the time to focus on the companies like HDFC BANK, HDFC, TITAN, PANTALOON RETAIL, L&T ect. I think These are gorwth at reasonable price.
|
|
"We simply attempt to be fearful when others are greedy, and greedy only when others are fearful."
|
|
IP Logged |
|
|
|
pankaj72
Newbie
Joined: 06/Oct/2008
Online Status: Offline
Posts: 14
|
Posted: 08/Oct/2008 at 2:05pm |
thanks,for your valuable advise.
Observations of Kumaridweshji on my portfolio is absolutely correct.In fact I bought ,these scrips at higher price,viz,
ICSA:330
Zen technlogies:150
J P Associates:170
LLoyd electric and Engg:80
Opto circuits:330
Rohit ferrotech:105
Bilcare:650
Jhunjhunwala Vanaspati:130
Bharti Ship yard:730
Jai balaji Industries:400
L & T :1300
|
|
IP Logged |
|
|
|
Active Topics
Memberlist
Calendar
Search
Help
Register
Login
