In Jan 2012, JainMatrix Investments published the report ‘Bottom fishing in 2012’. To read this now, click on LINK
The report indicated that: ‘A bottom is in place, and the price reversal has started‘; there is ‘a change in sentiment‘ and ‘a coordinated rise ’in the share prices. It suggested a portfolio of nine stocks for preferably SIP investment. They are Mid/ Small Caps with potential.
Nine months later, we will review this portfolio for investor gains – how has it performed?
|Review Feb 20th||Gain/ Loss %||Review
|Abs. Gain/ Loss %||Sector||Mkt Cap k Crores||Find out more?|
|KEC International||49.1||61||24||72||47||Power||M – 1.8||LINK|
|Yes Bank||285||364||28||398||40||Bank||L – 14||LINK|
|Titan Industries||185||232||25||258||40||Consumer||L – 23||LINK|
|BGR Energy Systems||229||339||48||279||22||Power||M – 2.0||LINK|
|Binani Industries||121||124.1||2.5||132||9||Cement+||S – 0.4|
|Diamond Power Infra||111||138||24||119||7||Power||S – 0.4|
|IRB Infrastructures||153||208||36||156||2||Infra||M – 5.2||LINK|
|Hanung Toys & Textiles||128||140.6||10||124||-3||Consumer||S – 0.3||LINK|
|Adani Port & SEZ||135||150.5||12||128||-5||Ports, SEZ||L – 26||LINK|
|CNX Midcap||6,764||7,925||17.2||7,952||17.5||k – ‘000|
|BSE Small Cap||6,290||7,116||13.1||7,161||14||M-midcap|
- Definitely the portfolio is up since Jan, and on average the shares have gained 17.5%!! It has outperformed all indices except the CNX Midcap, and is on par with this.
- Investment in a SIP fashion from Jan’12, would give absolute gains of 10.4% so far, annualized to 16%.
- Supporting this portfolio are new research reports for Adani Port and Yes Bank, included in above table.
- The recent upturn in indices has helped as we bought earlier at lower levels. We continue to be optimistic of the prospects of this portfolio.
Suggestions and Risks:
- This portfolio will appreciate, but invest with a minimum one year perspective.
- This is an aggressive portfolio. Do not put all your eggs in one basket. Invest monthly in a SIP form.
- Past performance is no indication of future results.
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