Analysis of Performance FY 2013

In the last post, we had recommended a few stocks. Let us evaluate our performance for the year 2013. In 2012, we had returns of approximately 39% if we held on to the stocks and 54% if we sold at the Year High. the year high is indeed difficult to guess.... But 39% was good for 2012. How is it for 2013?

SN	Stock	Rec @	CMP	YH	ROI CMP/YH	Remarks
1	Indiabulls Power	11	8	12	-33/10	The units are getting operational. Hold/Accumulate
2	Indiabulls Securities	10	21	22	110/120	Including Rs4 dividend this year, the stock has returned a whooping 126%
3	Swelect	130	294	300	120/125	Including Rs 8 dividend this has returned about 130% in a tough year
4	Alok	11	7	9.75	-36 /-20	Exit – heavy debts . A wrong pick though sales are in excess of 10000 crores
5	Smartlink	50	48	61	0/5%	Continue to hold. Zero debt. Consistent dividend. Try adding at Rs 40
6	SJVN	19	22.50	24	16/21	Including Rs4 dividend this year, the stock has returned a whooping 25%

Assuming that we has put 1000 Rs ( A total of 6000) in each of the above stocks and held on till today, our net worth would be Rs 8450 ( 41% returns).

The best performing funds are available in the following link http://www.moneycontrol.com/mutual-funds/top-rated-funds

Only 1 fund has manged to better our performance ( ICICI prudential at 48%)

So we have managed to perform in a tough market. Lets hope and pray that we are able to perform consistently as we have in the last 02 years. recommendations for 2014 will be late because of a busy schedule. Till then weed out the poor stocks and hold on to the good ones