Portfolio Review: 31 July 2011

It is after one month that I revisited my portfolio today. When the market is too volatile and uncertain, for a long term investor, it is good to go to hibernation for a while. I remember I kept my portfolio untouched and completely kept myself out of the market for six months a few years ago. Then when I went back, everything was well and better! And it was not quite different this time too. When the Sensex lost 3.44%, my portfolio gained 1.22% in the month of July.

The shocker was Crompton Greaves which lost 35% during the month. Mayur Uniquoter (17%), Selan Exploration (23%) and NIIT Technologies (24%) saved me!

Good buys in my watchlist

Bajaj Auto (1,464.85)

Selan Exploration (345.20)

Mphasis (447.35)

Opto Circuits (286.80)

Note: I buy shares for long term, may be for 3-5 years or even more. One should see the above buys in this perspective. It is not a recommendation to buy, but what I intend to buy.

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