Weekly Portfolio Review: 31 December 2010
Posted by mvalappil on Jan 01, 2011 | Leave a Comment
With a gain of 17% for the year 2010, the Bombay stock market became the best performer among the top 10 biggest stock markets in the world.
My net return for 2010 is 12%. It is after deducting the transaction cost including provision for selling cost on my holding. The top 5 contributors in the year are Infosys, HUL, Bharti Airtel, Dabur India and Tata Global Beverages which together add up to 46% of my total gain....
Weekly Portfolio Review: 26 December 2010
Posted by mvalappil on Dec 26, 2010 | 2 Comments
BSE Sensex ended the last week higher by 209 points to close at 20,074 and NSE Nifty 63 points at 6,012. Return on my portfolio in the past week was 1.76%. Hero Honda gained 15% in the past week. Other gainers in my portfolio were TIL, Graphite India, NIIT Tech, Divi’s Lab, and Swaraj Engines which gained from 5% to 8%. In the losers pack were Opto Circuits, Dr. Reddy’s Lab, and Crompton Greaves which lost 5% to...
Weekly Portfolio Review: 19 December 2010
Posted by mvalappil on Dec 19, 2010 | Leave a Comment
It is interesting to read the news reports to see the reason for up or down of share market every day – sometimes it is quite funny or weird! The last Monday Sensex closed up 183 points ‘taking support from positive Europe markets’, on Tuesday another 107 points high ‘amid hopes that dip in inflation rate will lead the Reserve Bank to halt the tightening of key policy rates for now’. However the Sensex was...
Weekly Portfolio Review: 04 December 2010
Posted by mvalappil on Dec 04, 2010 | 1 Comment
After three weeks of decline, market turned positive past week. The investors’ hunting for bargain stocks after steep fall in the preceding 3 weeks, report of improved GDP growth for the second quarter at 8.9%, positive news of food inflation sliding to 18-month low – all helped the market to turn to positive in the past week. BSE Sensex closed at 19,967 with a gain of 4.34% and NSE Nifty at 5,993 with a gain of...
Weekly Portfolio Review: 28 November 2010
Posted by mvalappil on Nov 28, 2010 | 2 Comments
Decline in Indian stock market benchmark index continued for the third week in a row now. BSE Sensex declined 2.29% to close at 19,137 and NSE Nifty 2.35% to close at 5,752 in the past week. The Sensex dropped 4 out of 5 working days. On Monday market was up on Irish rescue deal. Then next four days saw the sharp falls as bribery scandal involving the officials of PSU banks and financial institution unearthed.
My portfolio’s...
Portfolio Review: 20 November 2010
Posted by mvalappil on Nov 21, 2010 | 2 Comments
After 4% decline in the previous week, Indian stock market benchmark index BSE Sensex dropped another 2.84% last week to close at 19585.44. NSE Nifty shed 2.99% in the week to close at 5890.30. The corruption scandal and global worries are cited as reasons for the decline. This week is beginning with political uncertainties in the wake of 2G scam!
My portfolio’s return in the past week was -2.18% and the year to date...
Portfolio Review: 13 November 2010
Posted by mvalappil on Nov 14, 2010 | 2 Comments
Indian stock market benchmark index declined sharply in the past week. BSE Sensex declined 4.04% to close at 20,157 and NSE Nifty 3.81% to close at 6,072. Some reports cited global worries of financial crisis and weak industrial output data as reasons for the crash. G20 summit in Seoul that concluded on Friday failed to take any reasonable action on the ongoing currency wars. Rate hike fears in China, payment default...
Portfolio Review: 6 November 2010
Posted by mvalappil on Nov 06, 2010 | 5 Comments
Last week saw the Sensex hitting all-time high breaking the record set in January 2008. In the past week, BSE Sensex gained 4.86%, NSE Nifty 4.90% and my portfolio 2.67%.
Good buys in my watch list
Script
Sector
3 Years Target
Current Price
Margin
Ess Dee Aluminium
Packaging
942.00
495.00
90%
Maharashtra Seamless
Metal
745.00
424.30
76%
Swaraj Engines
Auto Ancil
850.00
489.15
74%
Tractors India...
Portfolio Review: 30 October 2010
Posted by mvalappil on Oct 30, 2010 | 1 Comment
Many more companies published their quarterly results in the past week. Hero Honda posted biggest drop in quarterly profit in three years. Tata Communications’ consolidated loss widened to Rs 213 crore in the second quarter. Tata Global Q2 net profit slid 82%. KSB Pumps reported a 34% fall in net profit. NTPC’s net profit declined marginally in the second quarter despite a 20% increase in its net sales. Hindustan...
Portfolio Review: 23 October 2010
Posted by mvalappil on Oct 23, 2010 | Leave a Comment
In the past week, BSE Sensex gained 0.20 per cent NSE Nifty gained 0.06% and my portfolio 0.27%.
In the year to date, the gain in my portfolio is 14.51%. During the year, top 5 contributor to the gain in my portfolio are Gujarat Gas, Tata Global Beverages (Tata Tea), Infosys, HUL and Dabur India. Suzlon Energy, KSB Pumps, NTPC, Managalam Cement and Tata Communication made loss.
Good buys in my watch list
Script
Sector
3...
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