Dear Alchmeist

Please oblige!

Cash - 100%.

Seriously...I don't even have a demat account right now....

Last week, I had given an application to close my Indiabulls account...am waiting for it to be closed.

I have also applied for a new account with Kotak Securities.

Once that is fully functional, I will rebuild my portfolio from scratch.

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Throw some light on your old investment decisions and the aftermath of it.

Would be a great lesson for all.

Waiting for updates in this thread.

Well, my Kotak Securities account is working now....so you can expect some activity in next 4-5 days.....

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Invitations are sent to all members for grand opening of this most waited thread.

Party begins on Monday Night

back after a long time

HI Alchemist , any picks in ur BAG

nothing as of yet.

waiting for the IPO's.

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Thinking to start with Adani Power ???

Good Luck!!

Alchemist, as you can see, you are under absolutely no pressure to come up with a portfolio

Alchemist-ji,
Since the recent IPOs have turned out to be duds, we are hoping you turn your attention on building your portfolios and giving us a running commentary of your actions.

No pressure of course, but regular updates will be much appreciated.

Regards,
Sudhanshu

hi alchemist.......what is u r brokers charges !!!

I too am curious as to why and how you ended up with Kotak . I think that they are also strict with respect to penny stocks and illiquid stocks. You had a similar experience with IndiaBulls.

Alchemist,

Now that you have started buying again, please post to this thread so that we can follow your actions.

Regards,
Sudhanshu

200 Mangalam Cement.
400 Kolte-Patil.

Kolte Patil is more of a trading bet and thus, I won't really call it a part of my portfolio.

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sold all Kolte Patil shares.

also sold 50 Parekh Aluminex shares that I was holding.

Mangalam Cement is the only "investment" that I have now.

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excellent timing Alchemji.......................

Alchemist aka sachin.. just a casual query. How long have u been playing the markets and whats the amt of money u mite have made net-net. Even the absolute numbers are not required. Just the % of RoI would do. Frankly, I am so inquisitive abt ur playing of markets rather than mine . This site has been the go-to for all my references regarding the market. Hats of to u, alchemist!!!

in my own account, I have hardly made anything.

whatever I make from investing in stocks, I lose in trying to trade....

I also manage my dad's and brother's accounts.

I don't trade in these accounts and unless, I am sure of the long-term prospects of a stock, I don't buy a stock in their account.

Those two accounts have seen a decent appreciation in last few years and have hardly seen any losses.

e.g. I had bought a few stocks in the 2008 meltdown in my brother's account and most of them did give a decent return.

I lost around Rs 10000 in brother's account because of that stupid Indiabulls Power IPO, but fortunately the very next IPO - Cox and Kings helped me cover all loses and I booked a profit of around Rs 15000.

============================

That's why I always tell everyone not to try and trade in stocks.

investing is boring and needs patience, but is much more rewarding in the long-term.

every time, I lose big money in day trading or short-term trading, I tell myself that I will no longer trade and stick to investing, but till now, I haven't done so.....

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Alchemist, please don't misunderstand me, but ....

Which posts of yours do you think are more beneficial to the aam aadmi: the technical or the fundamental?

In my opinion, fundamentals should be used to decide what to buy/sell and then techinicals should be used to decide when to buy/sell.

Usually, I don't buy/sell a stock just because of the technicals.

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i thought it was only me!!

We probably need separate threads for Alchemist's brother and dad's portfolio

Regards,
Sudhanshu

Exactly Sudhanshu!!

LOL.. That was really funny. n Wat n idea, sirji

@Alchemist.. Investing i guess is just like doing Ph.D.. We need time, patience and effort..

... and guide. That is where Alchemist comes in. The rest you have to get for yourself

Regards,
Sudhanshu

Bought 50 Sunil Hitech @ 192 as an investment.

Still looking at the details, but as the stock is moving today, I picked up a small quantity.

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Added 50 more at 196.

Now I have 100 @ 194.

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Sold Sunil HiTech. (Check thread on Sunil HiTech).

Holding only Mangalam Cement.

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Current investments:

200 Mangalam Cement @ 132.
100 KS Oils @ 64.25. (May add more later).

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Reminder:

I sold Parekh Aluminex and Sunil HiTech because I was not comfortable with the respective managements.

When stocks look too cheap in a bull market, one should be extra careful.

(In bear markets, lot of stocks are actually cheap).

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You are absolutely right, I don't find any conviction nor I am comfortable buying at such valuations, If you do find value in some stocks, the management is unknown or the sector not in flavor, I have been trying to search companies quoting at cheap valuations belonging to reputed managements, but there are very few, Have invested in some of them and made money too, but now a lot of tom, dick and harrys are flying around. One should be very cautious, stick to strict stop losses, Although I feel the market may move up in the long run, don't find any value in the short run.

Bought 200 Ratnamani Metals & Tubes @ 109.55.

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Current investments:

200 Mangalam Cement @ 132.
100 KS Oils @ 64.25.
200 Ratnamani Metals & Tubes @ 109.55.

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Alchemist,

What is you opinion on the following stocks with respect to adding them to your portfolio?

1. Castrol India
2. TCS
3. Tech Mahindra
4. CRISIL
5. Zydus Wellness

Bought 15 A.K. Capital Services @ 302.

I may add more.

If I buy more, I will post.

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Current investments:

200 Mangalam Cement @ 132.
100 KS Oils @ 64.25.
200 Ratnamani Metals & Tubes @ 109.55.
15 A.K. Capital Services @ 302.

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Alchemist, Do you maintain a mental stop loss for any of your investments? If yes, how do you decide that?

No stop-loss for investments.

Unless the fundamentals change, I don't sell any investments.

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Is the above stocks you have picked all are for Investment purpose???

If so, what is your Investment horizon?

1-2 years.

I have targets in mind (See individual threads).

If the target for a stock is reached, I may sell fully or partially.

Till then, I will be happy with the dividends...

I am not sure about A.K. Capital.

If the company doesn't increase its dividend this year, I may exit it.

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Hey, any news on what's going on with A K Capital, have you got rid of it already ?