MODEL PORTFOLIO
Hey Guys,
ALthough, i hold a lot more stocks, but here are my top 10 holding since the last 4-6 mnths and they have given me good returns so far, let me know, if you have any comments on future prospects of these stocks (50K holding in each script)
- Ashiana Housing - 25% Return - Atlas Copco - 17% - DLF - 10% - GSFC - 22% - JMC - 44% - KCP - 32% - Revathi - 26% - Supreme - 8% - Tayo Rolls - 50% - Unitech - 36% - Walchand - 90%
Generally, i am happy, if i am able to generate a 35% return from a script or outpace markrt by 1.5x
Regards, SM
On Sep 13, 12:07 pm, “DR. ANIL DHINGRA” wrote: > Dear Members > I had refrained from writing for a long time as I was rather > sceptic of the directions markets would take in 2007. As my own > practice now has an attendance of over 200 patients a day, I am > finding it difficult to do a daily trading. > > However, on seeing queries about ideal portfolios and > investments, I decided to contribute my two pennies with a few > practicalities of the past year or so about stock market. > > 1. There is nothing called a model portfolio–it is a dynamic concept, > with churning required on a regular basis even in mutual funds, let > alone stocks. > > To illustrate, if you invested a lac rupees in Revathi in April > 2006, it is still a lac today. To say that it will rise in the future > is no excuse. It can then be at best a defensive stock. Take in > contrast a defensive mutual fund like HDFC Prudence, a balanced fund. > If you had invested a lac in it in April 2006, it is 1.32 lacs today. > It only fell by 4 percent at the steepest fall during this period, so > it is truly a dfensive investment. > > Revathi is invariably listed in all model protfolios, hence > this example. > > 2. The only ideal stocks worth keeping for long term investments are > those like Reliance(86 percent return in 1 year), SBI. Hind Zinc and > so on–the bluest of the blue chips. Investment in such stocks is best > made during downsides in divided amounts. I never had much faith in > software but that is an individual call. > > 3. Ideal MUTUAL FUND PORTFOLIO—Since I last posted my recommedations > in mutual funds, there has been a drastic change in the mutual funds. > SBI Magnum and its stable has fallen apart with the exit is Sandeep > Sabharwal. The gainer has been JM Mutual fund where he has joined. I > have shifted from SBI CONTRA to JM Contra. I also have placed heavy > amounts in JM Basic Fund which is cosistently giving top returns. > > Sundaram group has also lost its fund manager and > fallen to sub-average performance by its star–the select mid-cap. On > the other hand DSP T.I.G.E.R continues to outperform and is a must for > all portfolios. > > The most consistent performers in the past one year have been > the infrastructure funds, with 3 of the top equity funds belonging to > this category. They are expected to outperform till 2010. Any model > portfolio must have Pru Infrastructure and Tata infrastructure funds. > The 3rd one is Relaince Power diversified fund. > > Among the large cap funds, I remain invested in DSP Top 100 > and HDFC EQUITY. > > To summarise, I would hesitate to pick up stocks for an ideal > portfolio but have no hesitation in placing my money in select mutual > funds, provided one is not afraid of reviewing every 3 months and > churning if the need arises.
