Little 'BUSKET' Balanced Portfolio

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stocks with best growth and relative valuation characteristics. believe that the combination offers a better margin of safety for the discerning investor. The stocks are selected on the basis of cumulative ranking on growth (sales, EBITDA and profit) and relative valuation (P/E, P/BV).

stocks based on the parameters (and their combinations) with defined investment horizon and the results have been found to be statistically significant. The test period was May 2001 to April 2009.



Bajaj Holdings & Investment Ltd
Rec. Price: 458.00

IndusInd Bank Ltd
Rec Price : 93.00

Balrampur Chini Mills Ltd
Rec Price : 125.00

Bajaj Hindusthan Ltd.
Rec Price: 195.00

Andhra Bank
Rec Price: 86.00

GTL Infrastructure Ltd
Rec Price: 36.00

IRB Infrastructure Developers Ltd
Rec Price: 184.00

Indian Bank
Rec Price: 133

United Breweries Ltd.
Rec Price:155.00

Syndicate Bank
Rec Price: 82.00

The portfolio consists 10 stocks having equal weights. Entire portfolio of 10 stocks need to be bought as the back testing results are valid for the entire portfolio.
The portfolio will be released after every earning season i.e. at the beginning of Aug, Nov, Feb and May. The portfolios can be purchased within 5 trading days of the release. For tracking and reporting purpose the entry price is considered to be the LTP of the day prior to release.
It is recommended that client subscribes for this portfolio and allocates a fixed amount to the portfolio which can be churned quarter on quarter

Time Horizon: Short Term
Start Date: 14 Aug 2009 Stop Loss: 12.00%
Expiry Date: 30 Oct 2009
Exchange: NSE

 

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MIDCAP portfolio

stocks with best relative price performance characteristics in the mid cap universe. We believe that these stocks would have greater visibility in the market compared to the laggards. The stocks are selected on the basis of relative price performance of stocks over period of 1 month, 3 months and 1 year.

select the best and worst stocks according to each parameter and simulate an active portfolio with varying investment horizons. We select the parameters with highest and most consistent outperformance of the best group over the worst.



Aban Offshore Ltd
Rec Price: 1176.00

Bajaj Hindusthan Ltd
Rec Price: 190.35

Voltas Ltd
REc Price:138.60

Central Bank of India
Rec Price: 100.60

Blue Star Ltd
Rec Price: 377.25

Welspun Gujarat Stahl Rohren Ltd
Rec Price: 225.80

Patni Computer Systems Ltd
Rec Price: 365.85

Shree Cement Ltd
Rec Price: 1708.00

Jaiprakash Hydro-Power Ltd
Rec Price: 86.95

IndusInd Bank Ltd
Rec Price: 87.70

The portfolio consists 10 stocks having equal weights. Entire portfolio of 10 stocks need to be bought as the back testing results are valid for the entire portfolio.

The portfolio will be released after every earning season i.e. at the beginning of Aug, Nov, Feb and May. The portfolios can be purchased within 5 trading days of the release. For tracking and reporting purpose the entry price is considered to be the LTP of the day prior to release.

It is recommended that client subscribes for this portfolio and allocates a fixed amount to the portfolio which can be churned quarter on quarter

Time Horizon: Short Term
Start Date: 05 Aug 2009
Stop Loss: 12.00%
Expiry Date: 30 Oct 2009
Exchange: NSE