If you followed my reviews… !

Since I started posting weekly portfolio review from 24th April in my blog, I have been listing a number of shares that are best buys in my watch list each week.  Here I am trying to illustrate what would be the position of your equity portfolio now if you had been following these best buys.

In this illustration, I assume that you invest Rs. 5,000 on a single buy order and follow the rules of a disciplined investor.  So you understand that you will not be buying any company for the second time until you own shares of about 10 companies and anything again from the top 10 unless the total value of the top 10 is less than 70% of the total value of the portfolio.  Also you will not be buying anything from the same sector again until your investment spread across about five sectors.

As such, by now you would have built up a portfolio of 12 companies spanning across 8 sectors. At the initial stage, the objective is to build up a strong portfolio in small steps. Don’t think about the return in this short period of time. Remember that now it is just 2 months and all shares bought are with a long term perspective. You would have noticed that the target given is for three years and if we attain the target before three years, we may sell. But on a quarterly basis, the target may be reviewed.

So here is the portfolio that you have built up according to weekly portfolio review good buys list. Or download the Excel file.

Equity Portfolio by Transaction
Date Company No. of Shares Buy Price Investment
24 Apr 2010 Bharti Airtel 17.00 297.70 5,060.90
24 Apr 2010 Tata Comm 18.00 277.60 4,996.80
24 Apr 2010 NIIT Tech 28.00 177.70 4,975.60
02 May 2010 Hero Honda 3.00 1,904.95 5,714.85
02 May 2010 Crompton Greave 19.00 263.50 5,006.50
02 May 2010 Cadila Health 9.00 564.50 5,080.50
08 May 2010 HUL 21.00 234.70 4,928.70
23 May 2010 Suzlon Energy 85.00 58.65 4,985.25
31 May 2010 NTPC 25.00 202.00 5,050.00
04 Jun 2010 Geometric 80.00 62.70 5,016.00
21 Jun 2010 Mah Seamless 13.00 388.95 5,056.35
21 Jun 2010 Biocon 16.00 309.65 4,954.40
Total 60,825.85
Portfolio Summary By Company
Company Investment Market Value Capital Gain Return % Weight Rank
Hero Honda 5,714.85 6,149.85 435.00 7.61% 10% 1.00
Cadila Health 5,080.50 5,785.65 705.15 13.88% 9% 2.00
HUL 4,928.70 5,597.55 668.85 13.57% 9% 3.00
Mah Seamless 5,056.35 5,136.00 333.60 1.71% 9% 4.00
Geometric 5,016.00 5,102.50 79.65 6.65% 8% 5.00
Biocon 4,954.40 5,288.00 86.50 1.61% 8% 6.00
NIIT Tech 4,975.60 4,984.00 8.40 0.17% 8% 7.00
Crompton Greave 5,006.50 4,903.75 –          137.00 -3.24% 8% 8.00
Suzlon Energy 4,985.25 4,823.15 –          102.75 -2.75% 8% 9.00
NTPC 5,050.00 4,913.00 –          162.10 -2.03% 8% 10.00
Tata Comm 4,996.80 4,626.00 –          370.80 -7.42% 7% 11.00
Bharti Airtel 5,060.90 4,470.15 –          590.75 -11.67% 7% 12.00
Total 60,825.85 61,779.60 953.75 1.57% 100%
Portfolio Summary By Sector
Sector Investment Market Value Capital Gain Return % Weight Rank
Pharma 10,136.85 10,921.65 784.80 7.74% 18% 1.00
IT 9,930.00 10,272.00 342.00 3.44% 17% 2.00
Power 10,056.50 9,816.75 –            239.75 -2.38% 16% 3.00
Telecom 10,057.70 9,096.15 –            961.55 -9.56% 15% 4.00
Auto 5,714.85 6,149.85 435.00 7.61% 10% 5.00
FMCG 4,928.70 5,597.55 668.85 13.57% 9% 6.00
Metal 5,016.00 5,102.50 86.50 1.72% 8% 7.00
Engineering 4,985.25 4,823.15 –            162.10 -3.25% 8% 8.00
Total 60,825.85 61,779.60 953.75 1.57% 100%


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