Summary of Past Performance

Hi All, Its back to markets and value picking  !! The market seems directionless and its time to see how our portfolio has done since we discussed last  !! I am glad that this blog does not make recommendations every week. So that will also test our " Long term " Mantra .. does it really work? We last discussed our picks in May 2016. We are almost 02 years done.  

There were 11 stocks in our portfolio. Assuming that we had invested 01 Lakh in each, our investment would have been 11 Lakhs. What would our return be

 

	SN STOCK Reco in May 16 CMP- May 18 Dividend Return PA At 100K per stock CMP 1 IB Securities 18 420 0 1116.67 5556 2333333 2 Gruh Finance 258 659 7 79.07 388 255426 3 Piramal 1263 2600 18 53.64 79 205859 4 Ibulls Hsg 713 1100 80 32.75 140 154278 5 SJVN 28 42 4 32.14 3571 150000 6 Balmer Lawrie 580 832 16 23.10 172 143448 7 Smartlink 94 120 4 15.96 1064 127660 8 Zensar 961 1216 24 14.52 104 126535 9 Swelect 414 380 16 -2.17 242 91787 10 PFS 40 21 2 -21.25 2500 52500 11 IB Power 9 4.7 0 -23.89 11111 52222 3693049
	The 11 Lakh that we would have invested would have been around 37 Lakhs. There were three underperformers among the eleven.  Reiterates the principle , that diversification is critical for better returns ... Tune in for More Later !! Our picks for 2018-2019