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January 1, 2014

Raising the Bar with An Inspiring Model Equity Portfolio Performance in 2013

Happy New Year to all of you

Have raised the Bar for 2014  in my Company with an Inspiring Model Fundamental Equity Portfolio Performance in 2013 without resorting to any Derivative Play too !

Have a Look !

The Returns in 2013 have been 22%,55% & 74 % for the Three Risk Profiled Portfolios ! while the Sensex & Nifty have returned under 9% and 7% respectively

JSAAPL Model Equity Portfolio Performance in 2013

There has not been much churning too during 2013  ~ Transactions also involved Averaging Purchases and Partial Sales in specific Scrips

Number of Transactions in 2013  were as below :

Conservative Portfolio : 16 Purchases and 5 Sales

Moderate Portfolio : 22 Purchases and 13 Sales

Aggressive Portfolio :  22 Purchases and 12 Sales

BSE & NSE Brokers may not like this less churning and no derivative play too much as their business survives on Brokerage Income ~ and more the churning and more the F & O Play more will be their Brokerage ! regardless of whether their Client makes money or not ! ~ Clients tell us how often they are bombarded with Buy and Sell calls from their Brokers ! ~ our advice to them has always been to use the Broker and not let him use you !

Having said this,if your mindset, strategy and approach is to churn and trade and speculate often and you are able to generate good to great returns then don’t grudge the Broker their Income from your transactions ! ~ you’ve made your Money ~ let them make theirs ! ~ what you do need to watch out for is that you are not overly influenced to trade and speculate often by friends, advisors , brokers and experts on the stock channels ~ Protect your Interests first ~ it’s your Money at stake !

It’s going to be a huge challenge to sustain such a portfolio performance in 2014 despite the year looking bullish

Scrip Selections were from our SS  Series 1 to 4 that featured in the Scrip Select,Scrip Scramble and Scrip Springboard Modules

However a few Trading Calls were made in the Moderate and Aggressive Portfolios on some Scrips like Reliance Com & Essdee Aluminium that were featured in the Network Noise Module

What was really disappointing was L& T Finance dropped from Rs 90 + levels at the beginning of 2013 to close the year at Rs 75

Also Zandu Realty did not live up to it’s potential and I suspect it dropped sharply because of corporate governance issues

While Multibagger Westlife Dev (MacDonald Operations in West & South India) outperformed it was hard to get into as it was on upper circuit for months

Other  Multibaggers underperformed but constituted under 5% of the Portfolio read more

Extending deadline by a week for TAP GAP Poser End 2013 ~Which Indian Company Will Be A Big Share Price Winner In 2014?

Wishing all of you a Rocking New Year 2014

Hey ! Come on Guys ! I’m extending this TAP GAP Poser by a week as many of you should be returning from Christmas Holidays and so I thought it would be fun to extend this till the midnight of January 7,2014  to get in more responses

I’ve received @ 20 scrip recommendations so far,including to short BHEL ! on this TAP GAP Poser which I posted first on December 19,2013 and then repeated on December 26,2013 as below

TAP GAP Poser End 2013 ~Which Indian Company Will Be A Big Share Price Winner In 2014?

Thursday, December 26th, 2013

This will be the only Extension and I will choose the Winners, 😀 yes there will be more than one,shortly after January 7,2014 and the gauravblog Hampers too will reach the winners this month itself and they shall be invited to join me for Dinner in Mumbai at a date that is convenient to them,preferably this month itself

You can Respond on this Post or the earlier related two posts as linked above with your recommended Scrip or Scrips at their current price and what you see as their target price in 2014 and why

You could just be the Winner !

And it will be fun meeting up with you

So go for it ! …will take you a just minute or two to respond….. take a wild or an educated guess as which Company’s Share Price will Gain the most in 2014 and why ! ~ do mention the current price and the target you see in 2014

The Next Post related to this will be after January 7,2014 announcing the Winners

All the Best

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