Tuesday, August 25, 2009

PORTFOLIO ANALYSIS - SAMPLE 1(ABHINAV)

The reason why I have undertaken this particular exercise of Portfolio Analysis is simple. Here is the time to take hard look at your portfolio, if you have one. I am going to give answers to some investors who have been enquiring as to what to do with the present holdings in their portfolio. To start with this exercise let me take up the portfolio of one Mr Abhinav, who wants one year's view of his portfolio. His portfolio holding reads like this:-
3iinfotech
Holding 500 shares at average price of 75. Closing price on 26 Aug 09 was 88.6.
Resistance - 94.
1 mnth tgt - 114
6 mnth tgt - 135
1 yr tgt - 172
3iinfotech is in 2nd phase of Bull run and the correction for 1st phase of Bull run has already happened upto 50%. Hence it is an eligible candidate for hold. It needs to be accumulated at every serious dip till it reaches its 1 yr target.
Arvind
Holding 500 shares at an average price of 22.5. Closing price on 26 Aug 09 was 31.9.
Resistance - 35
1 mnth tgt - 41
6 mnth tgt - 52
1 yr tgt - 62
Arvind Mills has completed its 50% correction of 1st phase of Bull run and presently in 2nd phase of Bull run. It can be accumulated at every dip for its 1yr target of 62. Presently a strong contender for hold.
Dish TV
Holding 250 shares at average price of 38. Closing price on 26 Aug 09 was 48.65.
Resistance - 57.
1 mnth tgt - 65
6 mnth tgt - 75
1yr tgt - 103
Dish TV looks pretty to be held through its journey in 2nd phase of Bull run since the scrip has completed 50% retracement of its 1st leg of Bull run. Hold and accumulate in major dips till its 1 yr target of 103.
Mirc Electr
Holding 2000 shares at average price of 16. Closing price on 26 Aug 09 was 19.45.
1 mnth tgt - 23.5
6 mnth tgt - 26
1 yr tgt - 28
Mirc Electronics has completed 50% correction of its 1st phase of Bull run and is sailing in 2nd phase of Bull run. Hold this scrip till it achieves its 1 mnth's target of 23.5. After that wait for major correction and again pick it up at around 18 for its 1 yr target of 28
Suzlon
Holding 350 shares at average price of 110. Closing price on 26 Aug 09 was 93.6.
1 mnth tgt - 139
6 mnth tgt - 180
1 yr tgt - 255
Suzlon has also completed 50% retracement of 1st leg of Bull run and is well poised for substantive jump in its 2nd leg of Bull run. Hold for impressive returns. One can accumulate more at current level also for 1 yr target of 255.
Satyam
Holding 800 shares at average price of 136. Closing price on 26 Aug 09 was 110.2.
1 mnth tgt - 145
6 mnth tgt - 185
1 yr tgt - 320
Satyam needs to be held till 145 at least, but this has to be again picked up at regular corrections till it achieves its 1 yr target of 320.
GMR Infra
Holding 100 shares at average price of 136. Closing price on 26 Aug 09 was 142.9.
1 mnth tgt - 170
6 mnth tgt - 200
1 yr tgt - 260
GMR Infra can be liquidated initially at 170 and again bought at 150 for its 1 yr target of 260.
Ind Hotel
Holding 150 shares at average price of 60. Closing price on 26 Aug 09 was 65.75.
Resistance - 80
1 mnth tgt - 90
6 mnth tgt - 120
1 yr tgt - 132
Hold Ind Hotel for its 6 month's target of 120.
Zee News
Holding 400 shares at average price of 43. Closing price on 26 Aug 09 was 44.35.
Resistance - 50
1 mnth tgt - 62
6mnth tgt - 75
1 yr tgt - 95
Hold Zee News for its 1 month's target of 62. Keep accumulating at major dips for its 1 yr target of 95.