Hi All,

These are the portfolios managed by me :


Father's Portfolio [Nov 2007 - Present]
==========================================
Ansal Housing @192.85/-
IFCI @80.72/-
JSW Steel @964.24/-
Kalpataru Power @1562.47/-
LIC Housing Finance @370.55/-
Nava Bharat Ventures @285.74/-
Phillips Carbon Black @284.36/-
Praj Industries @101.33/-


My Portfolio [Aug 2008 - Present]
======================================
Aban Offshore @2160.70/-
Balaji Telefilms @50.58/-
Bharti Airtel @336.46/-
Everest Kanto Cylinder @301.89/-
Glenmark Pharma @275.11/-
Mercator Lines @79.41/-
Opto Circuits @158.60/-
Prajay Engineers @34.22/-
Tanla Solutions @48.68/-
Visa Steel @53.51/-


Brother's Portfolio [May 2009 - Present]
==========================================
Alok Industries @23.16/-
Cranes Software @41.57/-
Dishman Pharma @115.80/-
Hotel Leela @ 35.92/-
ING Vysya Bank @201.39/-
Mangalam Cement @138.86/-
Parsvnath Developers @88.42/-
Shiv-Vani Oil & Gas @375.36/-
Sunil Hitech Engineers @196.37/-


Short Term Strategic Holding [June 2009 - Present]
================================================== =
Ansal Housing @60.94/-
ICICI Bank @782.34/-
Lakshmi Vilas Bank @85.65/-

Activity Today @Brother's Portfolio
================================

SELL : Sunil Hitech Engineers @203/-
BUY : Orient Paper @47/-

Activity Today @Brother's Portfolio
=================================================

SELL : Hotel Leela (Part Holding) @52/-


Activity Today @Father's Portfolio
==============================================

SELL : Praj Industries (Part Holding) @108/-

Activity Yesterday @Father's Portfolio
============================================
BUY : Apollo Tyres @52.40

Activity Yesterday @Strategic Holding
============================================
SELL : Ansal Housing (Part Holding) @68.83

Activity Today @Short Term Strategic Holding
===============================================
SELL : Lakshmi Vilas Bank (Part Holding) @93.

Activity on 13th @Father's Portfolio
==================================================
BUY : Unitech @ 88.40

This is 1st of 5 equal installments. Plan to buy at every 10% dip.

Latest Holdings

Father's Portfolio [Nov 2007 - Present]
==========================================
Apollo Tyres @52.84
IFCI @80.72/-
JSW Steel @964.24/-
Kalpataru Power @1562.47/-
LIC Housing Finance @370.55/-
Nava Bharat Ventures @285.74/-
Phillips Carbon Black @284.36/-
Praj Industries @101.33/-
Unitech @88.40/-


My Portfolio [Aug 2008 - Present]
======================================
Aban Offshore @2160.70/-
Balaji Telefilms @50.58/-
Bharti Airtel @336.46/-
Everest Kanto Cylinder @301.89/-
Glenmark Pharma @275.11/-
Mercator Lines @79.41/-
Opto Circuits @158.60/-
Prajay Engineers @34.22/-
Tanla Solutions @48.68/-
Visa Steel @53.51/-


Brother's Portfolio [May 2009 - Present]
==========================================
Alok Industries @23.16/-
Cranes Software @41.57/-
Dishman Pharma @115.80/-
Hotel Leela @ 35.92/-
ING Vysya Bank @201.39/-
Mangalam Cement @138.86/-
Orient Paper @47.30/-
Parsvnath Developers @88.42/-
Shiv-Vani Oil & Gas @375.36/-


Short Term Strategic Holding [June 2009 - Present]
================================================== =
Ansal Housing @60.94/-
ICICI Bank @782.34/-
Lakshmi Vilas Bank @85.65/-

Activity Today @Short Term Strategic Holding
===============================================
SELL : ICICI Bank @880

Activity Today @Short Term Strategic Holding
===============================================
BUY : Andhra Bank @115

Activity Today @ 27-01-2010
=============================

BUY : Praj Industries @ 95 [ Dividend Play]

BUY : Cranes Software @ 25 [ Now avg is Rs 30.70, Will Exit All at 31+]

Latest Portfolio :-

Bought some Mid Caps for Long Term (5 years+) horizon. Let's see how it goes

Father's Portfolio [Nov 2007 - Present]
==========================================
A.K.Capital Services @261.94/-NEW
Gold BeES @1618.98/- NEW
IFCI @80.72/-
Indag Rubber @100.75/-NEW
JSW Steel @964.24/-
Kalpataru Power @1562.47/-
Lakshmi Vilas Bank @85.62/-
LIC Housing Finance @370.55/-
Nava Bharat Ventures @285.74/-
Omnitech Infosolution @161.46/-NEW
Phillips Carbon Black @284.36/-
Sahyadri Industries @112.83/-NEW
SEL Manufacturing @65.30/-NEW
SRF @186.20/-NEW


My Portfolio [Aug 2008 - Present]
======================================
Aban Offshore @2160.70/-
Andhra Bank @115.76/-
Ansal Housing @60.10/-
Balaji Telefilms @50.58/-
Bharti Airtel @306.93/-AVG
DLF @312.36/-NEW
Everest Kanto Cylinder @301.89/-
Gitanjali Gems @117.60/-NEW
Glenmark Pharma @196.35/-
Mercator Lines @79.41/-
Opto Circuits @158.60/-
Prajay Engineers @34.22/-
Tanla Solutions @48.68/-
Visa Steel @53.51/-


Brother's Portfolio [May 2009 - Present]
==========================================
Alok Industries @23.16/-
Cranes Software @30.64/-
Dishman Pharma @115.80/-
Finolex Cables @50.34/-NEW
Hotel Leela @ 35.92/-
ING Vysya Bank @201.39/-
Mangalam Cement @138.86/-
Orient Paper @47.33/-
Parsvnath Developers @88.42/-
Shiv-Vani Oil & Gas @375.36/-

SEL Manufacturing is Kotecha's stock.

I no longer trust that company.

__________________
Read All Rules Before Making Any Post | E-Investing on Google+

Thanks, much appreciated

Please point out any other names, which seems to have a Management Risk

Will get out of this, at the first opportunity

Lot of good mid-caps are there to catch .

First opportunity will be at 9 AM tomorrow.

__________________
Read All Rules Before Making Any Post | E-Investing on Google+

Looks like I got a host of Kotecha stocks in my portfolio.

Link here.

Mercator Lines is a fairly big company and owned by many mutual funds too.

I think you don't have to worry about that one.

I have no idea about Visa Steel's management.

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Read All Rules Before Making Any Post | E-Investing on Google+

Portfolio Valuation,

I promised myself of portfolio valuation, to be done once, at the end of every quarter.

However, today being an exception, resorted to the exercise

That's good....

Earlier Holding X Shares bought in November 2007.

Bought : X LIC Housing Finance @ 830 (+charges) at BSE

Sold : X LIC Housing Finance @ 850 (-charges) at NSE.

I hope this will be treated as a fresh purchase (on BSE) and long term capital gains (on NSE).

Any help would be appreciated.

Yes, it will considered a fresh purchase.

__________________
Read All Rules Before Making Any Post | E-Investing on Google+

I am thinking get out of this .

I have a little accidental exposure though.

Latest Portfolio :-

The number of stocks in your portfolio rivals some mutual fund schemes!!

There are actually 3 different portfolios, and at an individual level (excluding cash,ETFs ) each portfolio has 11-15 stocks.

@ Self
===================================

Sold : Ansal Housing (Part Holding) @75.
Bought (Market Call Ruined Me ) : ICICI Bank @994.

Got rid of SEL Manufacturing @67.50.

Added LIC Housing Finance @897.

Good Results and Good Dividends (Rs 15 per share).

Sold :
==============================
LIC Housing Finance @955
Andhra Bank @133
Finolex Cables @54
Mangalam Cement @190

Bought : @Yesterday

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

Monnet Ispat @430
Bharati Shipyard @281.50

Sold @ Yesterday
===============================
Ansal Housing @69 (Part Holding).


Bought @ Today
=================================
Phillips Carbon Black @198.50.

Phillips Carbon is an excellent choice , the stock is consistent performer and looks dirt cheap at these levels, Infact the QIP which closed recently the shares were priced at Rs. 200.