My New Purchases - Portfolio Update

Sstar · 1 My New Purchases - Portfolio Update Tue Sep 09, 2014 2:51 pm

Sstar

Vice President - Equity Analytics

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I bought, CALF, TPL, LIOC, LITE, TKYO, REGNIS Today!
This is how my portfolio now look. My Initial investment is Rs 1mn, everything else is on Margin Facility. When I last look at my returns, I had 73% return for 9 months. Lets see how these shares are going to contribute to my portfolio. I am hoping to increase my investment up to Rs 10mn within next 30 days. Suggest some good investments.

My New Purchases - Portfolio Update Screen67

My New Purchases - Portfolio Update Screen67

Balanced_Views · 2 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 2:59 pm

Balanced_Views

Assistant Vice President - Equity Analytics

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LIOC and TKYO are good buys.

SHARK aka TAH · 3 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 3:46 pm

SHARK aka TAH

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Sstar wrote:I bought, CALF, TPL, LIOC, LITE, TKYO, REGNIS Today!
This is how my portfolio now look. My Initial investment is Rs 1mn, everything else is on Margin Facility. When I last look at my returns, I had 73% return for 9 months. Lets see how these shares are going to contribute to my portfolio. I am hoping to increase my investment up to Rs 10mn within next 30 days. Suggest some good investments.

KOTA
ABAN
UML @95-90
KGAL 95
HHL
AGAL - slow mover
KCAB - Low Dividend
ACL
HNB
PLC
JINS
EXPO - Increase to 50000 & buy @ 9.20-9.0
JKH - you missed 240-250 Sad

Try and BUY on PB Basketball

VALUEPICK · 4 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 3:55 pm

VALUEPICK

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You are doing well. Some of your stock are red today. They will become dark green sooner than later. As I said before I added one Growth stock to my value portfolio and out of favour portfolio. It is nice to see market leaders are leading the market. Others will follow sooner than later. BTW coming western season produces some of the world best high grown tea. Hopefully they will produce high quality tea this time. TPL has some of the best high grown tea estates. Currently I am studying few sectors including plantations sector. I suggest you to add value stocks and out of favour stocks too. Very soon some of the out of favour stocks will become favourite stocks. In a bull market all types of stocks will go up. Good luck.

windi5 · 5 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 4:34 pm

windi5

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Hey sstar why dont you exit from cfvf,vone,shl and enter in to sfin,mbsl,plc,cfl.

windi5 · 6 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 4:36 pm

windi5

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And lgl-x

Sstar · 7 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 4:48 pm

Sstar

Vice President - Equity Analytics

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windi5 wrote:And lgl-x

With Elections around, I had to convince myself very hard to get into LIOC. LGL is also another stock that may get affected by Domestic Political situation. GAS and FUEL are two the main commodities in determining inflation and general cost of living of every Sri Lankan.

Sstar · 8 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 4:50 pm

Sstar

Vice President - Equity Analytics

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Join date : 2011-11-01

VALUEPICK wrote:You are doing well. Some of your stock are red today. They will become dark green sooner than later. As I said before I added one Growth stock to my value portfolio and out of favour portfolio. It is nice to see market leaders are leading the market. Others will follow sooner than later. BTW coming western season produces some of the world best high grown tea. Hopefully they will produce high quality tea this time. TPL has some of the best high grown tea estates. Currently I am studying few sectors including plantations sector. I suggest you to add value stocks and out of favour stocks too. Very soon some of the out of favour stocks will become favourite stocks. In a bull market all types of stocks will go up. Good luck.

Dear ValuePick.. You give me lot of confidence. Thank you for giving me clear direction and insight.

ahamed112 · 9 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 5:15 pm

ahamed112

Senior Equity Analytic

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Location : sri lanka

COCO (only 21 million shares issued) Two months back it was sitting on 16 for long time, now it's 21. Though the price is high now, I feel it's not over valued.

sampath.anuradha · 10 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 5:15 pm

sampath.anuradha

Senior Manager - Equity Analytics

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Dear Sstar, AAF.N whait is u.r break point.pl explain..... Idea

NC · 11 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 5:22 pm

NC

Assistant Vice President - Equity Analytics

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Join date : 2014-07-10

Sstar wrote:I bought, CALF, TPL, LIOC, LITE, TKYO, REGNIS Today!
This is how my portfolio now look. My Initial investment is Rs 1mn, everything else is on Margin Facility. When I last look at my returns, I had 73% return for 9 months. Lets see how these shares are going to contribute to my portfolio. I am hoping to increase my investment up to Rs 10mn within next 30 days. Suggest some good investments.

OMG.. its altogether 22 companies, for 5Mn. If she invest next 5Mn, I think its exceed 40 companies. How she look at all companies at once...

SAWA123 · 12 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 5:29 pm

SAWA123

Manager - Equity Analytics

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Nice to see LITE in your portfolio. Very Happy

Why you bought LITE Sstar.

Can you please explain me

VALUEPICK · 13 Re: My New Purchases - Portfolio Update Wed Sep 10, 2014 11:25 am

VALUEPICK

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Join date : 2014-02-26

Sstar wrote:

VALUEPICK wrote:You are doing well. Some of your stock are red today. They will become dark green sooner than later. As I said before I added one Growth stock to my value portfolio and out of favour portfolio. It is nice to see market leaders are leading the market. Others will follow sooner than later. BTW coming western season produces some of the world best high grown tea. Hopefully they will produce high quality tea this time. TPL has some of the best high grown tea estates. Currently I am studying few sectors including plantations sector. I suggest you to add value stocks and out of favour stocks too. Very soon some of the out of favour stocks will become favourite stocks. In a bull market all types of stocks will go up. Good luck.

Dear ValuePick.. You give me lot of confidence. Thank you for giving me clear direction and insight.

Dear Sstar . Thank you. BTW there is message for me. How do I read it?

Vichy · 14 Re: My New Purchases - Portfolio Update Wed Sep 10, 2014 1:47 pm

Vichy

Equity Analytic

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This is really good and I think this is very encouraging to people like us.

Thank you for uploading the profile but, how are you going to manage the huge interest demand by the broker?

Is it healthy?

Vichy · 15 Re: My New Purchases - Portfolio Update Wed Sep 10, 2014 2:01 pm

Vichy

Equity Analytic

Posts : 36
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Join date : 2014-08-01

Also, as you are expanding your portfolio it is getting bigger and bigger. Will it become difficult for you to manage it.

Or are you going to prove that woman are Multi-tasking Very Happy

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My New Purchases - Portfolio Update

1 My New Purchases - Portfolio Update Tue Sep 09, 2014 2:51 pm

Sstar

2 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 2:59 pm

Balanced_Views

3 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 3:46 pm

SHARK aka TAH

4 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 3:55 pm

VALUEPICK

5 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 4:34 pm

windi5

6 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 4:36 pm

windi5

7 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 4:48 pm

Sstar

8 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 4:50 pm

Sstar

9 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 5:15 pm

ahamed112

10 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 5:15 pm

sampath.anuradha

11 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 5:22 pm

NC

12 Re: My New Purchases - Portfolio Update Tue Sep 09, 2014 5:29 pm

SAWA123

13 Re: My New Purchases - Portfolio Update Wed Sep 10, 2014 11:25 am

VALUEPICK

14 Re: My New Purchases - Portfolio Update Wed Sep 10, 2014 1:47 pm

Vichy

15 Re: My New Purchases - Portfolio Update Wed Sep 10, 2014 2:01 pm

Vichy

16 Re: My New Purchases - Portfolio Update

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