Traderji HedgeFund

vagar11

Well-Known Member
#41
if you have to choose one housing finance sector stock which one ?

IBULHSGFIN

PNBHOUSING

LICHSGFIN

DHFL
LICHSGFIN - little slow in last 2 years.
IBULHSGFIN PNBHOUSING DHFL- All are doing better. PNB high valuation.

IBULHSGFIN DHFL - DHFL has low valuation, will choose this.

Haven't look at the debt of the company.
 

chintan786

Well-Known Member
#42
HI ALL,

Based on this thread I researched how to select scrips and when to enter.
Started following below method:.

1. Searched which particular stocks bought by MF in March in Particular and Jan to Feb quarter whole.They are bought only scrips not Sell by 1 Fund House and Bought by another.

2. Selected Few MF schemes whose Investment I want mirror in coming days.

3. Horizon of stay invested is 30%+ return in 3-5 years.

Among the Selected Few bought Following today:
Somani Ceramic, Kajaria Ceramic & Karur Vyas Bank.
Total Invested today is 10K. Target to invest is 100K in next 4-5 months.

Next on Radar : Dr.Lal Path lab & Manpasand Beverage.

Next thing to understand: how to decide Weightage of particular scrip in portfolio.

Please share your thoughts.

Regards,
Somani Ceramic Hit home runs in last 2 days. Overall portfolio up 2.77% in last 8 days. Feels like MF business is not rocket science.

Regards,
 
#43
I have made and bought my own banks and Finance small case on trial basis today. Total 11 scrips each having 9 % of the total value.

Scrips are as under :

Bajaj Finance,Bajaj Finserv,Capital First,Dewan Housing,HDFC Bank,India Bulls housing finance,Kotak Mah Bank,LIC Hsg Finance,PNB Hsg Finance,RBL Bank,Yes Bank....total investment Rs 1,02,326.85

Smart_trade

Sir,

Is buying on spot price the only way or can we buy in terms of units like SIP.

example, to buy maruti - 1 and bajaj finance -1 equity each every month, it takes Rs.10,000 (approx) .

instead can i invest Rs.5000 for a small case and allocate 50% to maruti and 50% to bajaj finance?

Thanks
 

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