Sunday, January 6, 2013

Investment Forecast- January 2013


FOR THE INVESTORS--------

In the past 21 months the aggressive portfolio has handsomely beaten both the Nifty and Gold returns over the same period. The aggressive portfolio has been up 45% absolute against a 21% rise in Gold ETF and a measly 2.64% rise in Nifty during the tracking period.
The Investment Forecast Portfolio is something for the long term investors and the past 21 months since I started this portfolio have produced amazing returns as stated above.

The Past recommendations are stated in the table below and the performance is for everyone to see.

SCHEME  Reco.Date Reco Price CMP/EXIT PRICE EXIT DATE Percentage Return
Reliance Gold ETF Jul 1, 2011 2046 2505 14-08-2011 22.43
Birla Sun Life Gilt Plus-PF Plan Aug 19, 2011 25.87 30.3401 OPEN 17.28
Templeton India Income builder Aug 19, 2011 33.46 39.0263 OPEN 16.64
ICICI Pru Income Fund Aug 19, 2011 33.44 38.656 04-01-2013 15.60
Birla Dynamic Bond Fund Aug 19, 2011 17 19.4715 OPEN 14.54
Birla Sunlife Short Term Fund Aug 19, 2011 37.24 42.5564 OPEN 14.28
Birla International equity plan-A Oct 3, 2011 8.69 11.6736 06-12-2012 34.33
MOSL Nasdaq 100-ETF Oct 3, 2011 100.7 155 08-09-2012 53.92
S&P 500 Future Oct 3, 2011 1163 1455 08-09-2012 25.11
Nifty Bees Dec 16, 2011 478.28 517.57 27-01-2012 8.21
Reliance Banking Fund Dec 16, 2011 85.22 91.2 27-01-2012 7.02
L&T Mar 30,2012 1280 1674 06-12-2012 30.78
BANK BEES Mar 30,2012 1022 1263 06-12-2012 23.58
NIFTY BEES Mar 30,2012 530 601 06-12-2012 13.40
BNP Paribas Midcap Fund Dec 10,2012 12.09 12.621 OPEN 4.39
Reliance Equity Opportunities Dec 10,2012 43.89 45.2517 OPEN 3.10
SBI Magnum Emerging Business Dec 10,2012 58.72 62.5 OPEN 6.44

The latest issue is online,  to receive it just send a test mail to nshekhu@gmail.com.
 

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