Final review of Portfolio, ‘Bottom fishing in 2012’

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Date: 28-Nov-12

JainMatrix Investments launched this portfolio in Jan 2012, when we published the report ‘Bottom fishing in 2012’. To read this now, click on LINK. This is the final review of this portfolio.

In Jan, we said, ‘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. We suggested a portfolio of nine stocks for preferably SIP investment.

Today, Ten months later, lets check this portfolio for investor gains – how has it performed?

Performance

 Company

Report  Jan 17th

Review Feb 20th Gain/ Loss % Review  27th Nov Gain/ Loss % Sector Mkt Cap k Crores

Find out more?

Titan Industries

185

232 25 303 64 Consumer L – 27

LINK

Yes Bank

285

364 28 434 52 Bank L – 16

LINK

KEC International

49.1

61 24 63 28 Power M – 1.6

LINK

Hanung Toys & Textiles

128

140.6 10 164 28 Consumer S – 0.4

LINK

BGR Energy Systems

229

339 48 268 17 Power M – 1.9

LINK

Binani Industries

121

124.1 2.5 129 7 Cement+ S – 0.4
Diamond Power Infra

111

138 24 109 -2 Power S – 0.4
Adani Port & SEZ

135

150.5 12 130 -4 Ports, SEZ L – 26

LINK

IRB Infrastructures

153

208 36 126 -17 Infra M – 4.2

LINK

Average

 

  23.2   19.2  

 

 
NIFTY

4,967

5,564 12 5,727 15
Sensex

16,466

18,289 11 18,842

14

CNX Midcap

6,764

7,925 17.2 7,948 17

k – ‘000

BSE Small Cap

6,290

7,116 13.1 7,183 14

M-midcap

Observations & Learnings:

  • The portfolio’s absolute appreciation since Jan is an avg. gain of 19.2%!! It has outperformed all indices!!
  • Investment by SIP fashion from Jan’12, gives absolute gains of 11.1% so far, annualized to 13.3%.
  • Supporting this portfolio are research reports with Links included in above table.
  • Consumer and Banking sectors have emerged as better performers, while Power and Infra are weaker.

Suggestions and Risks:

  • This portfolio will appreciate, but invest in each stock with a minimum one year perspective.
  • This is an aggressive portfolio, so do not invest in only 1-2 stocks. Invest monthly in a SIP form.
  • Past performance is no indication of future results. In fact leadership in this portfolio has changed often.

New Model Portfolio (Mid Cap)

  • While we continue to be optimistic of the prospects of this portfolio, this will be the final such report.
  • A new Model Portfolio (Mid-Cap) is being created that will reflect the changing trends in this market. To access this, and other valuable research, readers need to sign up with JainMatrix Investments as a Paid Subscriber, see LINK.

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/

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