Weekly Portfolio Review

The major gainers in my portfolio in the month to date are L&T, HUL, Berger Paints, Crompton Greaves and Biocon and with no major losers. It helped a 3.18% gain in my portfolio in the month to date.

Return

Drops Portfolio BSE Sensex NSE Nifty
This month 3.18% 3.70% 3.47%
This Year 3.35% 0.61% 1.18%
Since 1-4-2007 76.70% 34.41% 37.71%
Since 1-1-2008 42.23% -13.05% -13.44%
Since 1-1-2009 111.61% 82.14% 77.85%
Since 1-1-2010 3.35% 0.61% 1.18%

Good buys in my watch list

Company Sector Current price 3 years Target Expected Return
Bharti Airtel Telecom 264.85 531.00 100%
Maharashtra Seamless Metal 388.95 703.00 81%
Hindustan Unilever FMCG 257.30 450.00 76%
Crompton Greaves Engineering 252.60 394.00 56%
Geometric IT 64.00 98.00 54%
Biocon Pharma 309.65 468.00 51%

Top 5 holding in my equity portfolio

Company Sector % of Total Value Average Holding Period Absolute Return
Infosys IT 18% 34 months 67%
Tata Tea FMCG 11% 19 months 112%
Bharti Airtel Telecom 9% 5 months -9%
Dabur India FMCG 7% 39 months 134%
Gujarat Gas Energy 6% 25 months 135%

Shares I bought this month

Company Average Price
NTPC 200.90

Shares I sold this month

Company Average Price
NIL

Top 5 most gain (absolute)

Company Return Average Holding Period
Gujarat Gas 135% 25 months
Dabur India 134% 39 months
Tata Tea 112% 19 months
Berger Paints 86% 40 months
Infosys 67% 34 months

Archive of previous portfolio reviews


3 thoughts on “Weekly Portfolio Review”

  1. Dear Musthafa,

    Greetings!

    I am deeply impressed with your wast knowledge and quality of stocks (would say rather Business/Companies). I am following your blog since 3-4 months and loved every blog. I am adding Businesses suggested by you in stagged fashion and let me tell you Interestingly they matches with recommendation of a service which I bought.

    I would love/suggest to have at least one line comment on every stock you recommend so we can get a broad picture and education too.

    And yes, this is the best blog I came across to create wealth and that too as CSR initiative. Many people try to show that they are providing education, wright big books and try to claim they are creating some “Happy****” community but end of the day they are earning by selling their misleading reports.

    Anyway, I congrats you and spreading your blog amongst my matured friends!

    Love

    1. Dear Rahul,

      Thank you very much for your good words and suggestion.

      I appreciate you understand and follow the concept of investing in business rather than stock market, one thing that is very difficult to convince people these days.

      I will consider your suggestion to add brief comments about companies that I put in my buy list. I try to tweet (http://twitter.com/mvalappil) news and information that is relevant to long term investors related to the companies in my buy list.

      Thanking you once again for your support.

      regards
      Musthafa

  2. I am deeply impressed with your wast knowledge and quality of stocks (would say rather Business/Companies). I am following your blog since 3-4 months and loved every blog. I am adding Businesses suggested by you in stagged fashion and let me tell you Interestingly they matches with recommendation of a service which I bought.
    +1

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