Core Portfolio (67%)
(Alternatives: Nestle, Britannia, Asian Paints, Dabur, )
In our view, the core portfolio should be constructed with the
longest possible timeframe and expectation of returns better than other asset
classes, e.g., fixed income, gold, and real estate. We call it “Generational
Portfolio” signifying that these are stocks are such that could be passed on to
next generation comfortably.
Strategy
Accumulate by buying 10-15%
quantity in each month beginning November 2013.
Hold till the investment theme
remains valid.
Rebalance for any major change once in a year
Tactical portfolio (33%)
The tactical portfolio should have a time perspective of next
economic cycle (normally 3-5yrs) with a relatively higher return expectation.
Strategy
Accumulate by buying 10-15%
quantity in each month beginning November 2013.
Hold for 3-5years or more.
Rebalance for any major change
once in a year.
(Alternatives: Tata Steel, Eicher, Glenmark, M&M Finan., Ashok Ley)
Also read the following:
Thought for the day
“I have made a ceaseless effort not to ridicule, not to bewail, not to scorn human actions, but to understand them.”
—Baruch Spinoza (Dutch, 1632-1677)
Word of the day
Obverse (n)
The side of a coin, medal, flag, etc., that bears the principal design (opposed to reverse)
(Source: Dictionary.com)
Shri Nārada Uvāca
The rise of Women power in global banking space is a definite indicator of the structural changes in the offing.
In the coming decades we might see many business model collapsing and more Lehmans biting the dust!
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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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