Weekly Portfolio Review

With another week closed in red, my year to date return turned negative to -1.30%. During the same period BSE Sensex lost 5.84% and NSE Nifty 5.19%. By end of the week, my portfolio stands as follows:

Good buys in my watch list

Company Sector Current price 3 years Target Expected Return
Bharti Airtel Telecom 265.85 531 100%
Hindustan Unilever FMCG 230.50 448.00 95%
Crompton Greaves Engineering 228.25 394.00 73%
Suzlon Energy Energy 58.65 94.00 60%

Since first four are already in my top 10 holding and total of top ten exceeded the maximum limit, I would be buying Suzlon Energy next week.

Top 5 holding in my equity portfolio

Company Sector % of Total Value Average Holding Period Absolute Return
Infosys IT 18% 33 months 55%
Tata Tea FMCG 12% 18 months 106%
Bharti Airtel Telecom 10% 5 months -9%
Dabur India FMCG 7% 38 months 132%
Gujarat Gas Energy 7% 25 months 127%

Shares I bought this month

Company Average Price
Crompton Greaves 246.63
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
Dabur India 132% 38 months
Gujarat Gas 127% 25 months
Tata Tea 106% 18 months
Infosys 55% 33 months
Berger Paints 54% 39 months

Archive of previous portfolio reviews


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