We wrote a number of
stock specific articles in 2012. Below is a table about how they have done
since we last published about them.
As the table suggests,
we got it right almost 81% of the time this year. :-) Lucky us...
The articles on
above mentioned stocks can be accessed here: HUL,
Cairn
India, ONGC
or Others.
Personal Portfolio
Our personal portfolio
has gained approximately 11% (13% including dividends) in 2012. This seems
disastrous when compared to Sensex returns of 25%+. But since most of the
stocks were bought in second half of 2012, the results aren’t entirely
comparable. By the way, Sensex gave 11.6% in second half of 2012. But if you still
feel otherwise, then you have the right to do so because the numbers are
against us...
By the way, as a
disclaimer, we would like to share names of stocks we hold in our personal
portfolios. We are long on all of them (except 1) and are ready to hold them
for next 10+ years.
Stocks (Long Term
Investments): Axis Bank,
ONGC, Balmer Lawrie, Cairn India, BHEL, Clariant Chemicals, Tata Investments,
IOCL, L&T Financial Holdings, Novartis India.
Stocks (Medium
Term): Thangamayil
Jewellery
We would be glad to
buy any of the above mentioned stocks at lower prices. So as 2013 approaches
and with most experts
expecting a bull run, we presume we are among the very few who hope
(& pray) for a correction... :-)
Have a happy new year
everybody!
______
Very nice picks and Congratulations !! Only concern is holding Cairn for a long long time - Will the management of Cairn India be fair to the minority shareholders?
ReplyDelete@anoncoder:disqus
ReplyDeleteSome concerns remain after change in management. But the company still seems to be a cash cow with great future prospects.
We can only hope that management is fair to us. Its more of a wait and watch approach that is required here. In case, management is not able to live upto minority shareholder's expectations, one can exit this stock.