This is my personnel portfolio from 2012 January till date.I chosen 9 different companies with various sectors keeping eye on macro economic conditions and market sentiment.
I gave 25% exposure in my portfolio to DEN NETWORK and 20% to HATHWAY CABLES seeing the ongoing cable digitilisation in four metros bt cable amendment act by Indian Parliament.Both shares bought at Rs.40 and Rs.110 respectively.Now the current rate is 126 and 190 which means 3 times returns in 8 months..for details of recommendation in these companies visit
http://keralatraders.blogspot.in/2012/07/stock-scanner.html
I gave 20% exposure to VGUARD as co posted excellent results last year and their new plant is going to start ops from Uttar Pradesh...At Rs.240 VGUARD was a value buy...Now VGUARD is at 445.
Rest all companies like Marico,Apollo hospital,Eclerx,Financail Tech,Dabur and South Indian Bank were value buy in long run.These co have good fundamentals and all were midcap companies who have performed well
So as on 24/8/2012 Rs.100000 invested in my portfolio is now Rs.192206 which is 92% returns in 8 months
THANK YOU
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