Past Performance
Thursday, February 23, 2012
LIST OF SHARES IN PORTFOLIO FEB-MAR 2012
HERO MOTO CORP=I prefer hero moto corp for current month because there will a possible rate cut in upcoming monetary policy.So i recommend to buy hero honda at 2088.
EDUCOMP=The best education company in India with a good network.I expect some anticipation during budget in these education related stocks.So one can enter the stock at 219.
PANTALOON=This is another budget pick.Govt interest in allowing FDI in retail is positive for these sector.Buy at 177 range
ESCORTS=Escorts is engaged in tractor,triller segment.I expect some positive trigger from budget.Also merging its subsidiaries with group co is also a positive trigger for escorts.So buy at 80 range
PORTFOLIO VALUE OF JAN-FEB SERIES
LIST OF SHARES IN MODEL PORTFOLIO SHORT TERM SERIES (JAN-FEB))
SCRIP NAME BUY RATE BUY QTY TOTAL INVESTMENTS RATE ON 23/2/2012 TOTAL PROFIT
INDUSIND 295 34 10030 314 10676 646
FORTIS 101 99 10000 108 10692 692
IRB 168 60 10080 181 10860 780
M&M 686 15 10290 723 10845 555
SESAGOA 200 50 10000 227 11350 1350
TOTAL INVESTED AMOUNT 50000 AMOUNT AS ON 25/1/2012 54423
IF YOU HAD INVESTED IN THIS SHORT TERM MODEL PORTFOLIO IN LAST MONTH WHEN THE TIME I HAD REPORTED ON MY BLOG www.keralatraders.blogspot.com(http://keralatraders.blogspot.com/2012/01/shares-for-model-portfolio.html) IT WOULD FETCH YOU Rs.4423 PROFIT WHICH IS EXACTLY 8.84% PER MONTH.THE REASON I CHOOSE INDUSIND BANK IS DUE TO POSSIBLE RATE CUT BY RBI ON MONETERY POLCY. THE REASON BEHIND FORTIS IS ATTRACTIVE VALUATION.SESAGOA POSTED EXCELLENT Q3 NUMBERS.IRB AND M&M IS BENEFICIARIES OF RATE CUT BY CENTRAL BANK.
FOR SIMILAR RESEARCH AND PORTFOLIO REPORT YOU MAY VISIT www.keralatraders.blogspot.com IN COMING DAYS AND FOLLOW THE THE BLOG
So visit www.keralatraders.blogspot.com
THANK YOU