Monthly Portfolio Review – June 2010

Good buys in my watch list (02/07/2010)

Company Sector Current price 3 years Target Expected Return
Bharti Airtel Telecom 264.85 531.00 100%
Maharashtra Seamless Metal 386.00 707 83%
Hindustan Unilever FMCG 269.20 456.00 69%
Crompton Greaves Engineering 252.30 394.00 56%
NIIT Tech IT 169.25 261.00 54%

If you followed ‘good buys in my watch list’ in my review with discipline, now you would have accumulated shares of 12 companies spread across 7 sectors. For more details, please download the spreadsheet.

Return in my portfolio

In the month of June 2010, Dabur India, HUL, Tata Tea, Berger Paints, L&T and Biocon gained more than 10%. HCL Technology lost 4.61%. Overall return in the month stands at 5.52% while BSE Sensex gained 4.46%.

Period Drops Portfolio BSE Sensex NSE Nifty
This month 5.52% 4.46% 4.44%
This Year 5.69% 1.35% 2.13%
Since 1-1-2009 116.41% 83.48% 79.52%
Since 1-1-2008 45.46% -12.41% -12.63%
Since 1-4-2007 80.71% 35.40% 39.00%

Top 5 holding in my equity portfolio

Company Sector % of Total Value Average Holding Period Absolute Return
Infosys IT 16% 35 months 67%
Tata Tea FMCG 11% 20 months 128%
Bharti Airtel Telecom 8% 6 months -9%
Dabur India FMCG 7% 40 months 164%
Gujarat Gas Energy 6% 26 months 144%

Shares I bought this month

Company Average Price
NTPC 200.90
Maharashtra Seamless 391.25
Kansai Nerolac 819.80

Shares I sold this month

Company Average Price
NIL

Top 5 most gain (absolute)

Company Return Average Holding Period
Gujarat Gas 144% 26 months
Dabur India 164% 40 months
Tata Tea 128% 20 months
Berger Paints 91% 41 months
Infosys 67% 34 months

Archive of previous portfolio reviews


One thought on “Monthly Portfolio Review – June 2010”

Leave a Reply

Your email address will not be published. Required fields are marked *

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>