Weekly Portfolio Review

Year to date gain of my equity portfolio stands at mere 0.41% by end of this week. During the same period BSE Sensex lost 2.69% and NSE Nifty 2.07%!  Suzlon Energy, Tata Communication, Bharti Airtel,  and NTPC were the biggest loser and  Gujarat Gas, Dabur India, Glenmark Pharma and Tata Tea contributed to gain in my portfolio.

Good buys in my watch list

Company Sector Current price 3 years Target Expected Return
Bharti Airtel Telecom 264.45 529.00 100%
Hindustan Unilever FMCG 233.75 445.00 90%
Hero Honda Auto 1876.20 2956.00 58%
Crompton Greaves Engineering 250.35 394.00 58%

Top 5 holding in my equity portfolio

Company Sector % of Total Value Average Holding Period Absolute Return
Infosys IT 19% 33 months 59%
Tata Tea FMCG 12% 18 months 100%
Bharti Airtel Telecom 10% 5 months -9%
Dabur India FMCG 7% 38 months 129%
Gujarat Gas Energy 7% 25 months 128%

Shares I bought this month

Company Average Price
Crompton Greaves 258.95
Hindustan Unilever 234.48
Bharti Airtel 266.05

Shares I sold this month

Company Average Price
Piramal Healthcare 556.23

Top 5 most gain (absolute)

Company Return Average Holding Period
Gujarat Gas 128% 25 months
Dabur India 129% 38 months
Tata Tea 100% 18 months
Suzlon Energy 69% 17 months
Infosys 59% 33 months

Archive of previous portfolio reviews


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