SAFE-STEADY GROWTH PORTFOLIO (MIXTURE OF STABILITY AND HIGH GROWTH)

A SAFE PORTFOLIO THAT GROWS STEADILY

(MIXTURE OF STABILITY AND HIGH GROWTH)

 

On Fri, Oct 29, 2010 at 7:09 PM, _____ wrote:

Dear Sir, I have newly joined your group and bought Hcl info as per your advice  but i have the below in my portfolio can you give me some directions in it.. Thanking You!   Financial Technologies (India) Ltd Jindal Poly Films Ltd Maruti Suzuki India Ltd Punj Lloyd Ltd Reliance Power Ltd Southern Petrochemicals Industries Corporation Ltd Sterlite Industries (India) Ltd Tata Global Beverages Ltd Tata Steel Ltd Teledata Technology Solutions Ltd.

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I am copying this reply to the group for the benefit of others, but removing your name and contact to retain the confidentiality of your personal financial information....

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You have a reasonable portfolio. But some tweak is needed. I am assuming that you want to maintain this portfolio for at least 2-3 years.

 

I am recommending a safe, yet steadily growing portfolio for you and leaving out multi-bagger suggestions, which can multiply your money several times, but which has more risk associated with it. If you follow my advice without inhibitions, without doubts, your portfolio value will remain safe and steadily grow quite nicely.

 

Retain:

 

Jindal Poly Films Ltd

Maruti Suzuki India Ltd

Southern Petrochemicals Industries Corporation Ltd

 

Get rid of the following from the portfolio:

 

Financial Technologies (India) Ltd

Punj Lloyd Ltd

Reliance Power Ltd

Tata Global Beverages Ltd

Tata Steel Ltd

Teledata Technology Solutions Ltd.

Sterlite Industries (India) Ltd

 

Substitute with (careful..remember to buy them on large correction days, not on days when they rise substantially…the price cushion will be really helpful) the following:

 

IVRCL INFRA

RIDDHI SIDDHI GLUCO BIOLS

BIOCON

ITC

ICICI BANK

TILAKNAGAR INDUSTRIES

RENUKA SUGARS

AQUA LOGISTICS

CENTURY PLYBOARDS

SPANCO

JBF INDUSTRIES

POCHIRAJU INDUSTRIES

PANAMA PETROCHEM

SOUTHERN ISPAT

JSW STEEL

OIL INDIA

ELECTROSTEEL STEELS

GE SHIP

SATYAM COMPUTERS