Portfolio - As on 31st Aug 2007

I missed giving an update for the last two weeks, since I was traveling. The table below indicates the changes to the portfolio over the last 3 weeks.

Symbol	CMP	Wk. Chg	Wtg	Paid	Net Gain
^BSESN	15318.60	-1.78%	-	-	-
^NSEI	4464	-1.55%	-	-	-
GAMMONIND.NS	463.4	+7.78%	1.66	448.30	+3.37%
ICICIBANK.NS	888.40	+2.62%	5.72	890	-0.18%
INDHOTEL.NS	126.90	-6.86%	2.72	131.27	-3.33%
INDIANB.NS	143.10	-2.02%	7.67	91	+57.25%
INFOSYSTC.NS	1854.55	-5.38%	19.89	1553.40	+19.39%
INFOTECEN.NS	275.05	-11.33%	1.97	354.40	-22.39%
ITC.NS	170.80	+4.53%	3.66	165.84	+2.99%
IVRCLINFR.NS	378.15	-1.16%	3.38	290.87	+30.01%
LT.NS	2582.80	+6.34%	9.23	1328	+94.49%
MIC.NS	361.35	+21.41%	3.92	150	+192.47%
NITINFIRE.NS	420	-2.38%	2.20	190	+115.79%
PFC.NS	175.95	+0.11%	2.52	85	+107.24%
RELIANCE.NS	1809.05	+8.39%	16.82	1117.61	+75.45%
RPL.NS	112.55	+2.80%	8.27	75.45	+53.35%
TAKE.NS	897.70	+22.97%	2.89	730	+22.97%
TCS.NS	1064.35	-7.00%	3.80	994	+7.08%
VISHALRET.NS	599.95	-10.32%	2.14	781.80	-23.26%
ZYLOG.NS	428.20	-2.83%	1.53	440.65	-2.83%
18 scrips Net Chg: +2.95%				Gain:	+35.23%

The Sensex moved up 3.03% and the Nifty was up by 3.01%. My portfolio under-performed the indices despite the two new buys/listings.

Highlights of the 3-week period:

• Infotech Enterprises (11.33% down) and Vishal Retail (10.32% down) were the worst hit.
  
• I got allotment in the Take Solutions IPO. It had a decent listing.
• I picked Zylog on the day of its listing. Has not been of great use so far.
  
• MIC Electronics (21.41% up) moved up very well.
• IT stocks brought down all gains - Infosys (6.86% down), TCS (7.00% down), Infotech Enterprises (11.33% down).