Portfolio Management
This is our investment portfolio for long term holding. We show all the investment as a percentage of the entire portfolio. This helps us to show a clear picture the portfolio and it is easyer for our subscribers to follow. If you are following our portfolio, then multiply your holding according to your investment amount. We update this portfolio whenever their is a change.
This portfolio consists of stocks and mutual funds. We have kept Insurance out of this investment portfolio as the purpose of insurance is more as a protection rather than investment and need a different style of evaluation and monitoring.
| Previous Investments | ||||||
| Type |
% of Portfolio |
Entry Price |
Present Price or Exit Price |
% Change | Remark | |
| BHEL | Stock - Power | 12% | 1361.30 | 2174.90 |
59.8% |
LT Hold |
| ITC | Stock - FMCG | 12% | 161.25 | 183.65 |
13.9% |
LT Hold |
| Unitech Ltd |
Stock - Infrastructure | 6% | 32.15 | 79.75 |
148.1% |
Monitor |
| SBI | Stock - Banking | 12% | 1055.95 | 1869.10 |
77% |
LT Hold |
| ONGC | Stock - Oil & Natural Gas |
12% | 711.55 | 1175.90 |
65.3% |
LT Hold |
| HDFC | Stock - Finance | 6% | 1385.65 | 2185.85 |
57.4% |
Monitor |
| Reliance Equity Growth | MF - Equity Diversified | 8% | 13.08 | 12.69 |
-3.0% |
Monitor |
| Canara Robeco Monthly Income Plan |
MF - Debt (Income) |
12% | 10.61 | 10.99 |
3.6% |
Hold |
| Recent Inclusions | ||||||
| |
Type |
% of Portfolio |
Entry Price |
Present Price |
% Change | Remark |
| CRISIL | Stock - Others | 10% | 2999.00 | 3039.35 |
1.3% |
LT Hold |
| Cash Holding | 10% | |||||
| Total | 100% | |||||
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