HOW HAVE WE DONE THIS YEAR - PART 2

Please read the previous post before reading this one. We have analysed our recommended portfolio for 2012. The returns as on date for our portfolio recommended in Jan 2012 will be as follows:- 

    

      (a)  If held without selling : 39% including all dividends

      (b)  If sold at near 52 week highs : A whooping 64%  

          without dividends of course.

2.  What really matters is how have performed against the benchmark CRISIL RATED Mutual Funds or indices for the least 12 months. All references are from Moneycontrol website :-

    (a)  ICICI Prudential discovery - 18.2%

    (b)  Birla Sun Life - 18.6%

    (c)   HDFC Top 200 - 7.5%

    (d)  Reliance Equity - 19.5

IN SHORT- WE HAVE BEEN ABLE TO BEAT THE BEST OF THE FUNDS BY ALMOST 20%  !!!

3.  Aristotle said - "One swallow does not a summer make, nor one fine day". 

4.  The proof is in the pudding. If we continue to beat  the benchmark indices by such margins as we have done in 2012, then we can justly say - We have been graciously granted favour and Wisdom in this field. Can we repeat it - GOD WILLINGLY ... YES

HOW HAVE WE DONE IN 2012 - PART I

Analysis of a 15 Lakh portfolio of stocks recommended for 2012

It has been a long break from blogging . This write up is to analyse our investment portfolio that was recommended in Jan 2014. We are at the end of October. So how have we performed with our portfolio ( 100000 for each of the 15 stocks = Rs 15 Lakhs) . 

SNO	SCRIP	REC PRICE	YH	% P	DIV	CMP	% P	LAKH =	LAKH (YH)	DIV
1	PFS	11.5	18.05	57	0.00	15.5	35	134783	156957	0
2	BALMER LAWRIE	475	664	40	28.00	643	35	135368	139789	5895
3	GEODESIC	40	65.6	64	0.00	39.7	-1	99125	164000	0
4	GEOJIT	16	23.25	45	0.75	22.7	42	141875	145313	4688
5	IBULLS POWER	9	20.7	130	0.00	12.5	39	138889	230000	0
6	GRUH FINAN	575	1115	94	2.30	915	59	159130	193913	400
7	CERA	175	405	131	0.00	374	114	213714	231429	0
8	SONATA	22	24.95	13	0.25	22.9	4	103864	113409	1136
9	SMARTLINK	45	62.5	39	2.00	51	13	113333	138889	4444
10	NHPC	19	22.45	18	0.70	21.5	13	112895	118158	3684
11	SJVN	19	20.9	10	0.94	19.6	3	103158	110000	4947
12	ANANT RAJ	44	87	98	0.40	82	86	186364	197727	909
13	ZENSAR	140	302	116	7.00	240	71.4	171428.6	215714	5000
14	PIRAMAL HCARE	390	562	44.1	17	494	26.7	126666.7	144103	4359
15	STERLITE TECH	28	47	67.86	0.3	31.4	12.1	112142.9	167857	1071
	1							2052736	2467257	36534
% Returns if held till now								39
% Returns at Year High								64