Monday, May 20, 2013

Changes in core portfolio FY14

InvesTrekk core portfolio for FY14 has returned 11% since its launch on 1 April 2013. This compares to 9% return on Nifty.

As two components Lupin and Yes Bank have returned over 25% in 6 weeks, we book profit there and invest the proceeds in TCS (8% weight) and keep 2% cash.

To see the updated portfolio please click here.

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It is important to note that InvesTrekk is a purely research oriented firm and does not offer any portfolio management , brokerage, money management or investment advisory services of any kind. The model portfolios are only for illustrative purposes. Please take advise of a qualified and registered investment advisor before taking any investment decision.

InvesTrekk Research Reports provide generalized macro investment strategy to its subscribers.. Neither the information nor any opinion expressed constitutes an offer or an invitation to make an offer, to buy or sell any securities or other financial instrument or any derivative related to such securities or instruments (e.g., options, futures, warrants, and contracts for differences). InvesTrekk reports are not intended to provide personal investment advice and it does not take into account the specific investment objectives, financial situation and the particular needs of any specific person. Investors should seek financial advice regarding the appropriateness of investing in financial instruments and implementing investment strategies discussed or recommended in the reports and should understand that statements regarding future prospects may not be realized.

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