LONG TERM PORTFOLIO ...
THIS WAS CREATED ON 1ST JANUARY 2015 AND REVISED ON 1ST JULY 2015. THIS IS A PORTFOLIO FOR 30/36 MONTHS AND WILL NOT REQUIRE DAY TODAY MONITORING.
PLEASE HAVE A LOOK.
TOTAL CORPUS CONSIDERED AS 10,00,000 ON 1ST JAN 2015.
TOTALLY INVESTED SO FAR 6.2 LACS. BALANCE LYING IN ncd FETCHING 12 % ANNUAL RETURNS.
ITC – 340/360 ..... .... BOUGHT AT AVERAGE 330 AROUND 20TH MARCH
RELIANCE - 850... BOUGHT AT AVERAGE 840 AROUND 27TH MARCH
LT – 1450/1500 .... COULD NOT BUY
HDFC – 1080/1100 COULD NOT BUY
SBI – 270/290 .....BOUGHT AT AVERAGE 260 AROUND 27TH MARCH
ABOVE 5 STOCKS SHUD FORM 40 % OF EQUITY PORTFOLIO
ICICI BANK – 325/345 BOUGHT AT AVERAGE 310 AROUND 27TH MARCH
HUL – 750/775 COULD NOT BUY
TATA MOTORS – 485/500 BOUGHT AT AVERAGE 465 AROUND 30TH MAY
INFOSYS – 1800/1850 COULD NOT BUY
INDIAN HOTELS – 95/100 BOUGHT AT AVERAGE 96 AROUND 12TH JUNE
ABOVE 5 STOCKS SHUD FORM 30 % OF EQUITY PORTFOLIO
MINDTREE – 1100/1150 BOUGHT AT AVERAGE 1155 AROUND 30TH APRIL
AXIS BANK – 460/480 COULD NOT BUY
TCS – 2400/2450 BOUGHT AT AVERAGE 2425 AROUND 24TH APRIL
MARUTI - 3000/3050 COULD NOT BUY
COAL INDIA – 350/355 BOUGHT AT AVERAGE 352 AROUND 27TH MARCH
ABOVE 5 STOCKS SHUD FORM 20 % OF EQUITY PORTFOLIO
CIPLA – 600/610 BOUGHT AT AVERAGE 585 AROUND 12TH JUNE
SUN PHARMA – 800/820 BOUGHT AT AVERAGE 810 AROUND 12TH JUNE
ASIAN PAINTS – 725/750 BOUGHT AT AVERAGE 730 AROUND 12TH JUNE
IDEA –145/150 BOUGHT AT AVERAGE 147 AROUND 12TH MARCH
CAIRN INDIA – 240/245 DID NOT BUY
ABOVE 5 STOCKS SHUD FORM 10 % OF EQUITY PORTFOLIO
FOLLOWING CHANGES ARE ENVISAGED -
REMOVE CAIRN INDIA – REPLACE WITH NMDC – RANGE 110/115
CHANGE ENTRY PRICE OF MARUTI TO 3400/3500
CHANGE ENTRY PRICE OF INFY TO 900/925 ( SPLIT )
CHANGE ENTRY PRICE OF AXISBANK TO 480/500
CHANGE ENTRY PRICE OF HDFC TO 1150/1200
CHANGE ENTRY PRICE OF LT TO 1550/1600