Print Page | Close Window

SimpleInv Portfolio

Printed From: The Equity Desk
Category: Market Strategies
Forum Name: Portfolio Check Up
Forum Discription: Members may put forward their portfolios dor comments from other members. The final call will obviously be taken by the investor himself.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=3035
Printed Date: 28/Jun/2024 at 9:08am


Topic: SimpleInv Portfolio
Posted By: SimpleInv
Subject: SimpleInv Portfolio
Date Posted: 15/Oct/2010 at 5:39am
HI,

Would love to have your feedback.This is how my portfolio looks.

TCS              5%
EIL            5%
Larsen        5%

Suzlon             4%
RIL          4%
DLF          4%
Titan          4%

Page           3%
ICRA          3%
Wipro          3%
Gitanjali Gems     3%
VOLTAS          3%

MHRIL, COXNKINGS, EVERONN,MNM, SPICEJET, BLUESTAR, SELAN EXPLO, Orbit Corp, ZYDUS, NAVNEET, opto circuits, Yes Bank - > all are in the range of 1.5 to 2%

SESA GOA, Ster Tech, HCL tech, allied digital, rnrl, biocon, Taj GVK, MRPL, mercator, indian hotels, thermax, relcap, indbulls power, SATYAM, Vguard, JP associates, Punj LLoyd -> 1%

11.5 % - > CASH

Around 2% of entire portfolio consists of career point, va tech wabag, zodiac, crisil, hdil, manjushree technopack, UMEL, Pennar ind, TATA steel, TATA Power, Karuturi, lanco and Tide water.

Exiting gradually from MRPL, relcap, DLF, indian hotels, indbulls power, pennar, manjushree, umel , Ster tech, SATYAM, hDIL and mercator , And increasing VA TECH wabag, thermax, bluestar, MNM, TajGVK, VOLTAS, biocon and Zydus.

TCS, Titan, Page, ICRA and now VA Tech Wabag are part of my regular investment.

Looking Forward to your feedback.



Print Page | Close Window