Return of 500% in just 5 years.: LATEST PORTFOLIO OF MR. RAKESH JHUNJHUNWALA

Thursday, September 08, 2011

LATEST PORTFOLIO OF MR. RAKESH JHUNJHUNWALA

Stake information (includes his wife - Rekha Jhunjhunwala) is from the latest shareholding pattern of each company. 1 Cr = 10,000,000

BSE Code	Company Name	Rakesh's Stake (%)	Mkt Value of Stake (in Cr)	Market Cap (in Cr)	P/E	52 Week Low (Rs)	52 Week High (Rs)	Current Price (Rs)


.	533292	A2Z Maintenance	19.1	282	1,477	15.7	165	350	199
.	532056	Adinath Exim Res	4.6	0	9	51.3	12	26	18
.	533296	Agre Devel.	1.3	1	50	144.4	39	99	45
.	500215	Agro Tech Foods.	7.7	77	1,003	32.3	277	484	412
.	526397	Alphageo (India)	2.4	1	53	eps -ve	90	223	104
.	532475	Aptech	10.6	67	637	119.8	81	180	131
.	532797	Autoline Inds.	10.3	16	151	8.0	111	280	124
.	526853	Bilcare	1.1	10	853	9.8	318	787	362
.	500092	CRISIL	7.8	454	5,860	28.5	5,611	9,032	8,254
.	532848	Delta Corp	3.7	79	2,132	13.3	47	142	105
.	532285	Geojit BNP	7.9	35	445	10.0	18	40	20
.	532312	Geometric	7.7	19	244	9.5	35	87	39
.	500186	Hind.Oil Explor.	4.0	69	1,730	21.6	111	293	133
.	500214	ION Exchange	6.5	13	196	16.1	121	241	145
.	590003	Karur Vysya Bank	4.7	187	3,961	10.0	346	457	370
.	500257	Lupin	1.7	364	21,014	26.4	362	520	471
.	532629	McNally Bharat	1.5	6	415	8.7	113	306	133
.	500294	NCC	5.7	96	1,687	10.8	52	118	66
.	524372	Orchid Chemicals	3.5	50	1,426	9.2	165	344	202
.	570002	Pantaloon DVR	1.3	0	0		156	405	197
.	522205	Praj Inds.	8.8	121	1,372	24.2	61	95	74
.	532748	Prime Focus	4.6	40	878	44.5	41	753	63
.	532647	Provogue (India)	1.7	6	362	9.0	27	83	32
.	500355	Rallis India	6.5	217	3,345	26.1	144	1,597	172
.	533143	Reliance Broad.	2.2	15	699	eps -ve	59	121	88
.	532348	Subex	1.8	6	340	4.6	41	95	49
.	500114	Titan Inds.	9.8	1,939	19,847	48.0	193	4,765	224
.	507880	V I P Inds.	6.4	179	2,777	32.6	454	989	983
.	523796	Viceroy Hotels	11.2	12	109	eps -ve	24	57	26
.	533339	Zen Technologies	10.12	9	92	eps -ve	93	226	103

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The author is not a registered stockbroker nor a registered advisor and does not give investment advice. His comments are an expression of opinion only and should not be construed in any manner whatsoever as recommendations to buy or sell a stock, option, future, bond, commodity, index or any other financial instrument at any time. While he believes his statements to be true, they always depend on the reliability of his own credible sources. The author recommends that you consult with a qualified investment advisor, one licensed by appropriate regulatory agencies in your legal jurisdiction, before making any investment decisions, and that you confirm the facts on your own before making important investment commitments

SGRG – SIP: BE THE MASTER OF YOUR OWN DESTINY

Welcome to the World of S.I.P. (Systematic investment Plan).

Thanks to the massive amount of time, money and efforts put in by the Mutual Fund Industry over the years, investors are now very much aware of this technique of investing.

Lets revisit the logic of SIP. We call it SGRG-SIP.

In a SIP you invest a fixed sum at a particular interval ( say a month) over a given period of time. In SGRG-SIP, instead of choosing a regular MF scheme, we decide an Index Benchmark, which can be NIFTYBEeS, JUNIORBEeS, GOLDBeS, BANKBEeS depending upon your risk profile.

Disciplined Approach

The first benefit of a SGRG-SIP is that you imbibe discipline in your investments. On a given date of every month you buy the pre-decided index Benchmark. However, the amount to be invested every month keeps on changing i.e. It will be communicated by us every month. You don’t really apply your mind whether to buy or not. Just go ahead and do it.

Don’t worry about the timing

Let me choose the worst possible month in recent history – January 2008 I Hope everybody remember this month.

So we baptize you with fire, by making you begin investing from 26^th December, 2007, a sum of Rs 25,000 every month on the last day of the month. This you religiously do every month for 36 months i.e. 25^th Decemeber, 2010.

Lets see how the Nifty faired. The Nifty that was 6070 on 26^th December 2007 closed on December 26^th 2010 at 6013. This is a fall of 0.94%. And say you like Reliance a lot. The price of Reliance on 01.01.08 was 1445 and on 01.03.12 it was 811 down -43.80% over a period of 3 years.

But our’s SGRG-SIP in Index benchmark’s actually gave A WHOPPING Annualised Return of over 50% p.a. during the same period.

What we mean to say is since, we cannot track the working and performance of each and every scrip, when you fundamentally like a stock, you should like the stock more if the price falls, other things being same. But human psychology will ensure that you get jitters when the price falls. And expecting that the price will fall further you don’t buy. A further fall in price will validate your fears and you would wait for a still larger dip. One fine day the stock will bounce back, leaving you in a frown.

But a SGRG-SIP will ensure that your fear does not come in the way of your investment. This ability of SGRG-SIP to systematically buy Index Benchmarks at all levels ensures good returns in a volatile market. So honour the sanctity of a SIP.

Power of Compounding

The power of compounding will ensure that even small investments in early part of life will leave a giant footprint over a longer period of time. You don’t really have to save big. The stress is not on the amount, but on the need to start early. And even if you have lost considerable time, don’t worry. Today is a good day to begin ! Let us also dispel a myth that SGRG-SIP is only for beginners or for small investors. Nothing stops you from allocating even large sums for SGRG-SIP. In fact experienced investors would find it more useful.

SOME REAL FACTS ABOUT SGRG–SIP

PRICE	S&P	JUNIOR	BANK	GOLD	SILVER
	NIFTY	NIFTY	NIFTY	SPOT	SPOT
01.01.05	4484	2080	3531	6301	10415
01.12.10	9095	5871	11988	29035	55900
% P.A.	15%	26%	34%	52%	62%
SGRG %P.A.	58%	399%	679%	1201%	10000%

Here are some real facts about our SGRG – SIP. We have compared the prices of some of the Indexes and Top Commodities in the World market since 1^st Januray, 2005. Here also you will appreciate that SGRG –SIP outforms all the asset class mentioned below by 100% at least.

Be the master of your own fortunes.Write your own success story. Choose your own Index Benchmark, which you will be investing over a period of time. Since your returns will be function of what asset class you choose, ensure that you put in serious efforts in terms of understanding what you are investing in. Ensure that the Index Benchmark you choose match your risk stance and return expectations.

Thursday, September 08, 2011

LATEST PORTFOLIO OF MR. RAKESH JHUNJHUNWALA

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