Filed under Portfolios

PanchtattvaQIV

Present holding is as follows: Bajajauto 20 @2634.00 HCLTech 100 @520.85 HDFCBank 50 @951.00 HDFC 35 @1516.00 ICICIBank 200 @341.00 Indusindbk 200 @445.00 INFY 75 @627.00 Kotakbank 90 @1179.00 LT 100 @964.50 NTPC 1000 @97/- Powergrid 500 @170.98 SBIN 500 @197.00 TCS 50 @1800.00 TechM 100 @504.70 TITAN 100 @1037.00 Ultracemco 15 @3550.00 Total amount … Continue reading

PanchtattvaQIV

Present holding is as follows: Bajajauto 20 @2634.00 Bajfinanace 50 @1970.00 HCLTech 100 @520.85 HDFCBank 50 @951.00 HDFC 35 @1516.00 ICICIBank 200 @341.00 Indusindbk 200 @445.00 INFY 75 @627.00 Kotakbank 90 @1179.00 LT 100 @964.50 Powergrid 800 @170.98 SIN 500 @197.00 TCS 50 @1800.00 TechM 100 @504.70 TITAN 100 @1037.00 Ultracemco 15 @3550.00 Total amount … Continue reading

PanchtattvaQIII

Present holding is as follows: Asianpaints 60 @1750/- Bajajhind 20 @2602.35 Bajfinanace 50 @3041.58 HCLTech 100 @460.00 HDFCBank 40 @1051.00 HDFC 45 @1844.47 ICICIBank 300 @460.18 Indusindbk 175 @807.00 INFY 190 @697.56 ITC 600 @229.27 Kotakbank 80 @465.37 LT 100 @1220.38 NTPC 1000 @108.51 ONGC 1300 @91.50 Powergrid 800 @170.98 SBIN 550 @275.05 TCS 45 … Continue reading

PanchtattvaQII

This portfolio of ours has been there since first result for QII FY20 was announced. This shows loss of 4.39% while the time is almost there when QI results for FY21 will beging to pour in. We shall then start a fresh portfolio to keep track of efficiency of our system of stock picking. We … Continue reading

HDFCBank

Friends, This closed at 1045 yesterday and at this point we wish to reduce our holding in all 3 portfolios to half at opening rate today. Krishna Khandelwal

PanchtattvaQIII

The following is the present holding in PanchtattvaQIII portfolio:Asianpaint 60 1750/-Bajajauto 20 @2602.35Bajinance 50 @3041.58HCLTech 200 @506.60HDFCbank 80 @1153/-Heromotoco 60 2202.67HDFC 45 @1844.47ICICIBank 300 @460.18Indusundbk 175 @807/-Infratel 300 @181.93Infy 190 760/-ITC 600 @229.27JSWSteel 600 @230.60Kotaknbank 80 @1465.37Larsen(LT) 100 @1220.38Maruti 10 @4905/-NTPC 1000 @108.51ONGC 1300 @91 Powergrid 800 @170.98 SBIN 550 @275.05 TCS 45 @2120 TechM … Continue reading

PanchtattvaQIV

Total amount invested stands at Rs 1203k and present value of same is Rs 1287; all above items have been purchased as per the observation post QVI results. The maximum investment will be restricted to about Rs 1 lac in any one scrip, nothing will be sold or bought in the middle of session and … Continue reading

PanchtattvaQII

Present Holding: Adaniports 135 @320.49Bajajauto 20 @2968.50Bajfinance 25 @3029.18 Bajajfinsv @ 104509/-BPCL 100 @513.20Britannia 15 @3160/-Infratel 200 @163/-Coalindia 270 @181/- DRREDDY 12 @3950/-EICHERMOT 2 @21094/43Gail 400 @127.05Grasim 65 @755.15HCLTech 100 @518.40Hdfcbank 30 1254/-Heromotoco 20 2743/-Hindalco 250 @194.70HDFC 32 @2001.13ICICIBank 140 @496.57IOC 340 @146.10Indusindbk 50 @1330/-Infy 70 @760/-ITC 360 @236.47JSWSteel 300 @232.67Kotakbank 45 @1463-LT 35 @1431/-Maruti … Continue reading

PanchtattvaQIII

The following is the present holding in PanchtattvaQIII portfolio:Adaniports 200 @308/-Asianpaint 60 1750/-Bajajauto 40 @2841.79Bajinance 50 @3041.58Bajajfinsv 24 @6344.50BPCL 200 @461/-Britannia 40 @2967.25Coalindia 560 @181/- Drreddy 25 @3950/-EICHERMOT 5 @20500/-Gail 1100 @102.40Grasim 180 @698/-HCLTech 200 @506.60HDFCbank 80 @1153/-Heromotoco 60 2202.67HDFC 65 @1972.94Hindalco 500 194.70ICICIBank 300 @460.18IOC 1000 @104.80Indusundbk 175 @807/-Infratel 300 @181.93Infy 190 760/-ITC 600 … Continue reading

PanchtattvaQIV

This Portfolio now holds the following: Adaniports 200 @261.10 Bajajauto 40 @2634/- Bajfinance 50 @1970/- Bajajfinsv 24 @4509/-Infratel 300 @163/- Drreddy 25 @3950/-HCLTech 200 @520.85Hdfcbank 100 @951/-ICICIBank 300 @341/-Indusindbk 200 @445/-Infy 150 @627/-Kotakbank 90 @1179/-Maruti 20 @4905/-Shreecem 5 @19099/-TCS 50 @1800/-TechM 100 @504.70 Ultracem 15 @3550/-Wipro 500 @180.00 Total amount invested stands at Rs 1824k … Continue reading