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Date: 3-Oct-12
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?
Company |
Report
Jan 17th |
Review Feb 20th | Gain/ Loss % | Review
3rd Oct |
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 |
| Average | 23.2 | 17.5 | ||||||
| NIFTY | 4,967 | 5,564 | 12 | 5,722 | 15 | |||
| Sensex | 16,466 | 18,289 | 11 | 18,858 | 14 | |||
| 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 |
Observations:
- 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.
Additionally:
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Disclaimer:
These reports and documents are prepared by JainMatrix Investments Ltd. They are not to be copied, reused or made available to others without prior permissions; for any questions contact the director of JainMatrix Investments at punit.jain@jainmatrix.com. Also see: https://jainmatrix.wordpress.com/disclaimer/
JainMatrix Investments 