A phrase that the Oxford English Dictionary reports was first used in 1736. It means "to make an inventory of the merchandise, furniture, etc., in one's own possession, recording its quantity and present value, or to make a careful estimate of one's position with regard to resources, prospects, or the like."

Saturday, April 21, 2007

Portfolio - As on 20th Apr 2007

SymbolCMP
Wk. ChgWtgPaidNet Gain
^BSESN13,897.40+3.84%---
^NSEI4,083.55+4.24%---
JINDALPOL.NS153.00+0.56%0.67360-57.50%
INDHOTEL.NS147.70-1.40%2.58209.34+12.52%
RELIANCE.NS1,541.45+9.17%10.791,117.615+37.92%
RCOM.NS456.80+8.37%1.460N/A
INFOSYSTC.NS2,055.10-1.52%17.971,553.4+32.30%
RPL.NS77.25+4.60%4.5075.45+2.39%
PATELENG.NS342.10+2.38%1.99412.64-17.09%
BAJAJAUTO.NS2,439.55+0.23%3.562,525.56-3.41%
RIIL.NS475.85+16.97%2.77502.90-5.38%
TECHM.NS1,520.00+1.71%7.53365+316.44%
LT.NS1,697.90+5.19%4.951,328+27.85%
TCS.NS1,257.65-0.34%3.67994.00+26.52%
BARTRONIC.NS125.25+2.00%
1.8384.25+48.66%
ITC.NS160.40+4.53%2.81165.84-3.28%
GBN.NS
561.45 -3.39% 4.09
250
+124.58%
FSL.NS
78.45
+4.05%
3.11
64
+22.58%
PFC.NS
115.85
+7.32%
2.70
85
+36.29%
INFOTECEN.NS
373.35
+0.91%
2.18
354.40
+5.35%
INDIANB.NS
96.80
+3.53%
7.48
91
+6.37%
IVRCLINFR.NS
282.65
+2.32%
2.06
290.87
-2.83%
MINDTREE.NS
809.85
-2.58%
5.90
655.13
+23.62%
SUZLON.NS
1190.35
7.89%
3.47
983.37
+21.05%
DISHTV.NS
109.60
-4.70%
1.92
115
-4.70%
23 scrips Net Chg: +2.42%

Net Gain:
+27.20%

The indices advanced more than 4% this week. My portfolio however simply could not keep up with this. It stood 2.42% up, way behind the indices.

Highlights of the week:
  • RIIL (16.97% up) had a super recovery, thanks to some good news on SEZs.
  • DishTV has entered my portfolio. It ended its first week in red (4.70 % down).
  • I got rid of Parsvnath Developers at 309. I'm simply not optimistic about the real-estate story at this point in time.
  • The Reliance pack was on a roll. RPL went green after a long long wait. RIL ended the week with 9.17% gains and Rel-Comm with 8.37%.
  • Power Finance Corp, Suzlon and L&T too had a very good week, all of them posting more than 5% gains.

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