Long term portfolio advice

I have marked the portfolio advice to the group for benefit of others, but removed your contact information.

 

You have a spreadout portfolio that looks steady. Many of these had been my recommendations as well...

• you can take out AREVA, ALSTOM, ABAN and even GMR and ROLTA
• Substitute Petronet with Indian Oil and Panama Petrochem.
• Substitute KRBL with Kalyani Seeds and Riddhi Siddhi GlucoBiols.
• Add ICICIBANK, TCS and Satyam.
• Also add Southern Ispat, JSW Steel, Electrosteel Steels, Renuka Sugars, Tilaknagar Industries, SPANCO, JBF Industries, GE Ship and Havells. 
• Add small quantities of NHPC and ITC.

Additions to be done on dips..on days the market corrects and especially on days the scripts correct by 3-4%. So do this patiently and slowly, while watching the price movements.

 

On Sun, Oct 31, 2010 at 5:22 PM, Asha Bhatia wrote:

Dear Sir, I am holding following scripts. please guide on my holding. I am  a longterm invester.

       Areva t&d                 L&T                SREI                     Aban offshore          U-Flex          VIP Ind

      

       Alstom                    J P Hydro         Core Projects       HOV Services         Petronet      Hotel Leea

      KRBL                   Rajesh Exports      Karturi Global      GMR Infra             Marg  Ltd        Reliance     ROlta