Wednesday, September 26, 2012

MY MARKET REVIEW REPORT


MY MARKET REVIEW TO CLIENTS
I AM HAPPY TO SEE THAT MY CLIENTS AND FOLLOWERS IN FACEBOOK AND BLOGGER ARE MAKING PROFIT AND SOME OF THEM TURNED INTO GOOD INVESTORS.THE FUND VALUE OF MY PORTFOLIO STARTED ON 15 AUG 2012 WITH Rs.100000 INCLUDING 10 STOCKS IS NOW Rs.120000 WHICH MEANS 20% RETURNS IN 40 DAYS.MY PORTFOLIO OUTPERFORMED SENSEX,NIFTY  AND MAJOR INDICES
NOW I WARN  MY CLIENTS AND  FOLLOWERS TO BECOME MORE CAUTION IN MARKET AS THERE IS SOME POLITICAL UNCERTAINITY  IN CENTRAL GOVT.THE CENTRAL GOVT PUSHED SOME IMPORTANT REFORMS LIKE FDI IN RETAIL SECTOR,HIKE IN DIESEL PRICE AND  FDI IN AVIATION.THESE ARE WELCOMED BY MARKET TO A GREAT EXTEND WHICH ZOOMED NIFTY TO 5700 LEVELS.SO ANY ROLL BACK IN THESE REFORM MEASURES WILL LEAD MARKET TO A BIG SELL OFF TO 5100 OR EVEN BELOW THAT.SO I ADVICE ALL TO BOOK TIMELY PROFIT

MAIN BENEFITIRIES DUE TO REFORM MEASURES 
RETAIL STOCKS LIKE PANTALOON,SHOPPERSSTOP,PROVOGUE AND TRENT WILL BE MAIN BENEFITIARIES OF FDI IN MULTI BRAND RETAIL.SO I ADVICE CLIENTS TO ADD THESE STCOKS IN PORTFOLIO.

SPICEJET,KFA WILL BE MAIN BENEFITIARIES OF FDI IN AVAIATION SECTOR.SO I RECOMMEND TO GO LONG IN THIS STOCKS.I AM NOT RECOMMENDING TO BUY JET AIRWAYS AS ONLY DOMESTIC CARRIERS WILL GET BENEFIT OF FDI

PFC,REC AND BHEL WILL BE IN NEWS DUE TO DEBT RESTRUCTURING IN STATE ELECTRICITY BOARDS.ALSO KEY IMPORTANCE WILL BE GIVEN TO POWER SECTOR IN COMING FIVE YEAR PLAN.SO I WISH TO ADD THOSE STOCKS IN PORTFOLIO FOR LONGER TERM

                    THANK YOU
INVESTING / TRADING IN STOCK MARKETS INVOLVE SUBSTANTIAL RISK ALSO THE VIEWS ON THE WEBSITE ARE VIEWS OF A GROUP OF INDIVIDUALS THUS INVESTORS / TRADERS / VISITORS / CLIENTS ARE REQUIRED TO CONSULT THEIR FINANCIAL ADVISOR BEFORE TAKING ANY ACTION ON BASIS OF ANYTHING WRITTEN ON THIS WEBSITE

FUND VALUE AS ON 26-09-2012


The current value of my portfolio started from AUG 2012 of Rs.100000 is now Rs.119025.There is a net profit of Rs.19025 which is 19% returns in this month. Following is the current portfolio holdings and its fund size as per today's market price.


COMPANYBUY RATEBUY QTY% HOLDINGSSECTORTOTAL BUY VALUECMPTOTAL VALUE
HCL INFOSYS4062525IT & SOFTWARE250004326875
JP INFRATECH4742515CONSTRUCTION200005422950
BAJAJ FINSERV89065NBFC50008405040
STRIDES80065PHARMA48009075442
KALE CONS165315SOFTWARE51152216851
MARICO190275FMCG51302005400
CASH IN HAND46467
100000119025
NET PROFIT=19025
PORTFOLIO SHUFFLING 

So now I am selling 625 shares of HCLINFO at 43 per share as it gained 8%.HCL added in portfolio at Rs.40.Now  keeping an eye at volatility and expiry tomorrow, I am keeping cash in portfolio as such.So now there will be 5 stocks in portfolio and liquid cash of Rs.73342.Will review portfolio in coming day

                                                      THANKYOU

Tuesday, September 25, 2012

SNAPSHOT OF MY PORTFOLIO

Here is the performance snapshot  of my portfolio started from 15 August 2012 comprising of 10 stocks


PORTFOLIO RETURNS PERCENTAGE
FOR LAST ONE WEEK12%
FOR LAST ONE MONTH16%
SINCE INCPECTION18%

 
Given above  is the pie diagram of latest holdings in my portfolio having 6 stocks and liquid cash made out of selling profitable positions of Rs.46467

18% RETURNS IN ONE MONTH IN PORTFOLIO


As on today my personnel portfolio gained Rs.18300 which means 18% in just 40 days since 15 AUG 2012.Already sold profitable positions like den,petronet,rec and pfc.Now going forward with 6 stcoks and liquidcash of Rs.46467


COMPANYBUY RATEBUY QTY% HOLDINGSSECTORTOTAL BUY VALUECMPTOTAL VALUE
HCL INFOSYS4062525IT & SOFTWARE250004226250
JP INFRATECH4742515CONSTRUCTION200005523375
BAJAJ FINSERV89065NBFC50008435058
STRIDES80065PHARMA48009005400
KALE CONS165315SOFTWARE51152116541
MARICO190275FMCG51301935211
CASH IN HAND46467
100000118302

BOOK PROFIT IN ADANI,REC AND PFC


Those who bought ADANI ENT,REC and PFC can book profit now at current levels..Adani now trading at 202 levels,Rec at 238 and Pfc at206 levels.Recommended ADANI @ 190,REC @ 210 and PFC @ 185 which means avearage 12% returns in 3 days

Saturday, September 22, 2012

SHUFFLING IN CURRENT PORTFOLIO

 

My current month stock portfolio from august 15 comprising of 10 shares have gained 16% or Rs.16000 in just single month.
Given down is my current portfolio details.


INVESTMENT IDEA AND PORTFOLIO HOLDINGS FROM AUG
COMPANYBUY RATEBUY QTY%HOLDINGSSECTORTOTAL BUY VALUECMPVALUE
HCL INFO4062525SOFTWARE AND IT250004125625
JPINFRA4742515CONSTRUCTION150005322525
PFC1855410POWER1000022011880
REC2104810POWER1000022810944
DEN NETWORK1238110MEDIA ENTERTAINMENT1000016811088
PETRONET1506610OIL AND GAS1000015512555
BAJAJ FINSERV89065NBFC50007994794
STRIDES80065PHARMA50009145484
KALE CONS165305SOFTWARE AND IT50002006000
MARICO190265FMCG50001975122
NET PROFIT =Rs.16017100000116017
As of 22/9/2012 only Bajaj Finserv with 5% weightage in portfolio is in loss while 9 out of 10are in profit.Key weightage stocks like JP INFRA(15%) and PFC and REC(10%) each doing smart in portfolio.DEN NETWORKS with 10% weightage in portfolio gained 26% since including in portfolio.
Now I am selling DEN,Petronet,REC and Petronet as market valuation is higher compared to last week and lots of political uncertainty in central govt.So I am keeping Rs.46467 as cash and six stocks in portfolio for coming days
INVESTMENT IDEA AND PORTFOLIO HOLDINGS FROM AUG        
COMPANYBUY RATEBUY QTY%HOLDINGSSECTORTOTAL BUY VALUECMPVALUE
HCL INFO4062525SOFTWARE AND IT250004125625
JPINFRA4742515CONSTRUCTION150005322525
BAJAJ FINSERV89065NBFC50007994794
STRIDES80065PHARMA50009145484
KALE CONS165305SOFTWARE AND IT50002006000
MARICO190265FMCG50001975122
CASH IN HAND    46467 46467
    NET PROFIT =Rs.16017100000 116017


This is pie diagram of my current holdings in portfolio.Now there is 6 stocks and Rs.46467 kept as cash which will be utilised in coming days
                                                         THANKYOU