MODEL PORTFOLIO
I think that a porfolio has to be a DYNAMIC PORTFOLIO. it means that it changes with time. When there is a big correction, one should enter the big caps, Then when they reach the peak, they have to be sold out and entry/exposure into midcap/ smallcaps increased. Thats how the market reacts when the big caps reach saturation. What you select is left for seniors to advise regards rs
On 9/12/07, Warghade N S wrote: > > Thanks Zeenutji. > Sr. Members pl give your model portfolio. > > > On 9/10/07, desi tewari wrote: > > > > Hello Zeenut > > What is the latest on you risky propositions. > > Please, if possible mention something which is not in Z category. > > ICICI does not allow trading in Most of Z category. > > I have benifited from your call on Allianz, fluidomat. > > Holding Sujana Towers on your recco. Buying was not done on your recco > > though 
> > > > Regards > > > > On 9/10/07, ZeeNut wrote: > > > > > > > > > Aah … my original post has appeared after a while. Looks like i > > > junked Mt Shivalik & added Saboo Sodium in my 2nd attempt to reply. > > > Take your pick …:-) 
> > > > > > - ZeeNut > > > > > > On Sep 10, 4:59 pm, ZeeNut wrote: > > > > Interesting idea. > > > > > > > > Being a big risk taker, i will never be able to put forward a > > > “model” > > > > portfolio, but i will make a try nevertheless (holding period of 18 > > > > months) to present a Rs 5 lakh portfolio (50k invested in each of > > > > these stories) : > > > > Bank Of Rajastan > > > > Accurate Transformers > > > > TFCI > > > > Alok Industries > > > > Adani Exports > > > > Aro Granite > > > > Mt Shivalik > > > > Sujana Towers > > > > Guj Alkali > > > > Allianz Securities > > > > > > > > - ZeeNut > > > > > > > > Disclaimer/Disclosure : > > > > 1. This is a reasonably high risk portfolio & i am not recommending > > > > members to follow it. > > > > 2. Do your own due diligence. Caveat Emptor applies (Buyer Beware). > > > > 3. I will NOT answer queries regarding the above portfolio, though i > > > > > > > may comment on the scrips on occassion. > > > > 4. I hold 5 of the 10 scrips mentioned above, so to that extent the > > > > same should be treated as motivated. > > > > 5. Holding period considered is 18 months. > > > > > > > > On Sep 10, 3:20 pm, “Warghade N S” wrote: > > > > > > > > > > > > > > > > > Hello Sr. Members (Kukkuji,VIji,Chanishji and others too) > > > > > > > > > I remember kukkuji, viji use to provide us the model > > > portfolio of > > > > > Rs.2lackh to 5lack long back. > > > > > > > > > May I request you members to please provide the model > > > portfolio again, > > > > > which will help us a lot. > > > > > > > > > Thanks > > > > > NS- Hide quoted text - > > > > > > > > - Show quoted text - > > > > > > > > > > > > >
