Weekly Portfolio Review –10 July 2010

Indian market soared more than 2% in the past week. In the month to date top gainers in the Drops Model Portfolio are Bharti Airtel, Geometric, Tata Communications and top losers were Crompton Greaves, Biocon and Hero Honda. Bharti Airtel gained 17% this month!

Good buys in my watch list

Company Sector Current price 3 years Target Expected Return
Maharashtra Seamless Metal 389.80 707.00 82%
Hindustan Unilever FMCG 262.45 456.00 75%
Bharti Airtel Telecom 308.10 531.00 72%
Crompton Greaves Engineering 251.35 394.00 57%
Hero Honda Auto 2010.00 3013.00 50%
NIIT Tech IT 175.40 261.00 49%
NTPC Power 198.15 293.00 48%

– The reports of foreign brokerage firms upgraded the select telecom stocks including Bharti Airtel. Bharti Airtel announced its capital expenditure and expansion plans in various African countries. The Singapore Telecommunications raised its stake in the Bharti Airtel to 32.04% by buying shares in the open market.

-Tata Communications announced that it has been chosen by Hannover Re to deploy and run its telepresence facilities. The German reinsurer’s telepresence facilities serve the group’s internal teams in 18 locations across 16 countries.

-The country’s largest motorcycle maker Hero Honda registered a growth of 14.63 per cent in its sales at 391,716 units in June 2010. Despite a high base, Hero Honda had its fourth straight month of 400,000-plus sales due to strong motorcycle as well scooter (Pleasure) sales.

-NTPC signed production sharing agreements with the government for four oil and gas blocks – one block in the Cambay basin (Gujarat), two in the Krishna-Godavari basin (off the Andhra Pradesh coast) and one in the Andamans.

-Hindustan Unilever will seek shareholders’ approval to revise the remuneration package of its non-executive independent directors to make it commensurate with their enhanced role and involvement in the corporate governance of the company.

Drops Model Portfolio

If you have been investing following my Good Buy List as above, now you would have accumulated shares of 12 companies. As of end of the past week, the average investment period is 0.13 year and gave a return of 4.91%. Download the spreadsheet for more information.

The top 5 companies:

Company No. of Shares Market Value Return % Weight Rank
Bharti Airtel 36 11,091.60 10.29% 14% 1
NIIT Tech 58 10,173.20 1.19% 13% 2
Crompton Greave 39 9,802.65 -2.49% 12% 3
Geometric 80 6,140.00 22.41% 8% 4
Hero Honda 3 6,030.00 5.51% 8% 5

Top gainers to date:

Company No. of Shares Market Value Return % Weight in Portfolio Rank in Portfolio
Geometric 80 6,140.00 22.41% 8% 4
Cadila Health 9 5,864.85 15.44% 7% 6
HUL 21 5,511.45 11.82% 7% 7
Bharti Airtel 36 11,091.60 10.29% 14% 1
Hero Honda 3 6,030.00 5.51% 8% 5

Top losers!

Company No. of Shares Market Value Return % Weight Rank
Crompton Greave 39 9,802.65 -2.49% 12% 3
NTPC 25 4,953.75 -1.91% 6% 12
Tata Comm 18 4,968.90 -0.56% 6% 11

Valappil’s Portfolio

Return

Period Valappil’s Portfolio BSE Sensex NSE Nifty
This month 2.09% 0.75% 0.76%
This Year 7.90% 2.11% 2.91%
Since 1-1-2009 120.94% 84.86% 80.89%
Since 1-1-2008 48.50% -11.75% -11.96%
Since 1-4-2007 84.49% 36.42% 40.06%

Top 5 holding in my equity portfolio

Maharashtra Seamless is now new entrant into top 5 and Gujarat Gas is out. Bharti Airtel turned positive.

Company Sector % of Total Value Average Holding Period Absolute Return
Infosys IT 16% 35 months 72%
Tata Tea FMCG 11% 20 months 127%
Bharti Airtel Telecom 9% 6 months 6%
Dabur India FMCG 7% 40 months 167%
Maharashtra Seamless Metal 6% 0.5 month -2%

Shares I bought this month

Company Average Price
Maharashtra Seamless 388.88

Top 5 most gain (absolute)

Company Return Average Holding Period
Gujarat Gas 139% 26 months
Dabur India 167% 40 months
Tata Tea 127% 20 months
Berger Paints 94% 41 months
Infosys 72% 34 months

Archive of previous portfolio reviews


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