noobsaibot's Portfolio

#44
It's still not clear - are you talking about the price of the stock?

If yes, what difference does it make if it's 1 digit or 2 digit or 3 digit or whatever?
Yes, I am talking about the price of the stock.

The portfolio has too many two digit stocks (11 out of 13) to be a coincidence, so the investor who has chosen the stocks seems to have a preferential bias.

Although I am in no way trying to say that 2 digit stocks may not be good investments.
 
#45
Yeah, many of the stocks are "two digit priced" stocks now. :).

but they were once three digits stocks, they will soon become 3 digit ones again.

Or at least I am hoping to happen that very soon.
 
#46
noob's Portfolio updated

SELAN @270.36 -- > 19.33%
SAIL @87.80 -- > 13.19%
Manappuram @33.04 -- > 10.90%
Opto Circuits @115.01 --> 10.45%
AshokLeyland @23.90 -- > 10.17%
KECIntl @56.28 -- > 7.43%
GraphiteIndia @79.88 -- > 6.76%
DhanlaxmiBank @67.69 -- > 6.57%
IOB @71.72 -- > 4.91%
Hexaware @89.02 --> 3.41%
PunjLoyd @57 -- > 2.88%
GVKPower @16.95 -- > 1.73%
Suzlon @31.43 -- > 1.45%


Reduced Punj Lloyd and Suzlon. Accumulating Hexaware and Graphite India in the current levels.

Looking to enter GSFC and AVT in the coming days. (More info about these are welcome).

Please review and provide the feedback.

Thanks.
 
#47
noob's Portfolio updated

SELAN @270.36 -- > 20.30%
SAIL @87.80 -- > 12.75%
Manappuram @33.04 -- > 10.34%
AshokLeyland @23.90 -- > 9.71%
GraphiteIndia @80.34 -- > 8.47%
Opto Circuits @111.65 --> 8.10%
KECIntl @56.28 -- > 6.61%
DhanlaxmiBank @67.69 -- > 6.31%
Hexaware @87.66 --> 4.51%
IOB @71.72 -- > 4.47%
PunjLoyd @57 -- > 2.67%
Suzlon @25 -- > 1.79%
GVKPower @16.95 -- > 1.59%
GSFC @67.87 --> 1.46%

Started accumulating GSFC. Added Ggraphite and Hexaware in this month.
This was a very bad month for me. Everything went down.

Looking to add more of Hexaware and Ashok Leyland in the coming days..

Please comment about what went wrong and why went wrong.

Comments are welcome.
 
#48
This was a very bad month for me. Everything went down.

Please comment about what went wrong and why went wrong.

Comments are welcome.
Do an earnings analysis of your portfolio companies (Dec-12 vs Dec-11 and Sep-12) and try to understand why these companies are facing hard times while other companies are still doing better at the same time.

Keep some strong businesses like large banks (HDFC/ICICI), FMCG names (ITC/GSK) which will form the stable base. Keep SIPing in them.
 

Atiker

Active member
#49
Comments are welcome.
None are large caps.

If the markets don't go up and raise all the stocks with the rising tide, I smell trouble.

Hope you have the holding power till next insane exuberance.

It's easier to say long-term but difficult to be in stocks for long with losses.
 
#50
Hi all,

I want to get your comments on the price at which I have bought these days.

Whether they are bought at reasonable prices or are they very expensive at those levels?

Please pour in your thoughts!
 
#51
noob's Portfolio updated

SELAN @270.36 -- > 19.09%
SAIL @87.10 -- > 11.90%
AshokLeyland @23.89 -- > 11.50%
Manappuram @33.04 -- > 9.90%
GraphiteIndia @80.39 -- > 8.77%
KECIntl @56.20 -- > 6.95%
Opto Circuits @111.65 --> 6.82%
Hexaware @87.37 --> 5.82%
DhanlaxmiBank @67.69 -- > 5.64%
IOB @71.75 -- > 4.80%
PunjLoyd @57 -- > 2.54%
GSFC @66.19 --> 2.36%
Suzlon @25 -- > 1.24%
GVKPower @16.95 -- > 1.43%
AVT @34.98 --> 1.15%


Added Ashok Leyland and GSFC in this month.
 
#52
noob's Portfolio updated

SELAN @274.36 -- > 18.82%
AshokLeyland @23.87 -- > 11.64%
SAIL @87.10 -- > 10.93%
GraphiteIndia @80.48 -- > 10.76%
Opto Circuits @111.65 --> 8.09%
KECIntl @56.20 -- > 7.12%
Manappuram @32.24 -- > 6.62%
Hexaware @87.37 --> 6.35%
DhanlaxmiBank @67.44 -- > 5.19%
IOB @71.73 -- > 5.09%
PunjLoyd @57 -- > 3.13%
GSFC @65.89 --> 2.46%
AVT @33.52 --> 1.37%
GVKPower @16.95 -- > 1.28%
Suzlon @25 -- > 1.07%
 
#54
noob's Portfolio updated

SELAN @274.36 -- > 18.13%
AshokLeyland @23.87 -- > 12.53%
SAIL @86.57 -- > 12.05%
GraphiteIndia @80.48 -- > 10.61%
Opto Circuits @110.95 --> 7.25%
KECIntl @56.08 -- > 7.09%
DhanlaxmiBank @66.45 -- > 5.84%
Manappuram @31.57 -- > 5.64%
Hexaware @87.37 --> 5.57%
IOB @71.63 -- > 5.32%
PunjLoyd @57 -- > 3.28%
GSFC @65.89 --> 2.52%
AVT @32.74 --> 1.6%
GVKPower @16.95 -- > 1.31%
Suzlon @25 -- > 1.17%
 
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#55
SELAN @274.36 -- > 18.13%
AshokLeyland @23.87 -- > 12.53%
SAIL @86.57 -- > 12.05%
GraphiteIndia @80.48 -- > 10.61%
Opto Circuits @110.95 --> 7.25%
KECIntl @56.08 -- > 7.09%
DhanlaxmiBank @66.45 -- > 5.84%
Manappuram @31.57 -- > 5.64%
Hexaware @87.37 --> 5.57%
IOB @71.63 -- > 5.32%
PunjLoyd @57 -- > 3.28%
GSFC @65.89 --> 2.52%
AVT @32.74 --> 1.6%
GVKPower @16.95 -- > 1.31%
Suzlon @25 -- > 1.17%
With this set of stocks, you will under perform the broader indices. What's been the pf return since Mar 31st ?
 
#59
noob's Portfolio updated

It's been while I have posted an update on this thread.

Here it is the latest portfolio. Comments and suggestions from all the experts are welcome.

Scrip name BuyPrice %ofPortfolio

AshokLeyland @23 -- > 19.8%
Kellton Tech @72 --> 18.77%
MT Educare @118 --> 15%
KECIntl @55 -- > 9.09%
India cements @81 --> 7.46%
Suzlon @22 -- > 4.35%
Pioneer Embroider @31 --> 3.6%
Tata Global @139 --> 3.63%
IL & FS Engg @78 --> 3%
Ashiana Housing @179 --> 2.73%
Deccan Gold @28 --> 1.7%
Elgi Equipments @142 --> 1.39%
GMDC @86% --> 1.25%


Note : Only those stocks that constitute more than 1% is included.
 
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