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The Way Ahead

I have recently suffered heavy loss, around three lakh rupees, in my stock investment due to some extraordinary extraneous reasons which are not at all related to my methodology of investment. The reasons can be attributed to the government's delay in payment of my salary and some familial financial compulsions. But, I don't want to blame anyone for my loss.
After meeting my financial obligations by selling stocks, I am now left with only three companies in my portfolio. Those are 
1. TATA Motors 2. IRB Infra 3. TATA Global
And my total investment in these three stocks is around four lakh rupees. But these stocks fell heavily after my buying. Of course, some form of cynicism is prevalent in the market at present. Such a situation is quite common during an election year. Someway, I am at present experiencing some disdain towards the stock investment. Though the stock valuations are attractive, I don't want to go for stocks. I don't want to touch any stocks in the fores…

Why I remain loyal to my portfolio?



There are many reasons why I stay focused on my portfolio. The most important reason is the Indian macro realty is intact and its long-term story is secure. Further, I don't believe the reign of any single party deciding the fate of this nation. The market and the businesses here are never dependent on political parties for their survival. In addition to it, the external forces too are not permanent but are cyclical. It is clear from the human history that the world and the markets have seen many Trumps and Modis. It's frivolous to think that any single phenomenon or any single person having the capability to kill the market and the businesses.

I am very sorry to say that the market is a den of big gamblers. These people come to market from many places like cricket betting. They generally go for very very short-term trading. They flood the market with their bets when no other betting options are available. They often disappear in milliseconds when they can't understand the market. I have personally noticed on many market forums that the persons who called a stock 'a toilet paper' yesterday praising it the very next day. Some others who give buy call on a stock today will ask you to sell it tomorrow as they are not easily identifiable on the forums. I never take the forums seriously and always believe my instincts. That's why I remain loyal to my portfolio whatever the market sentiment is. I often try to buy a few more shares when the price of a stock falls sharply.  I generally don't lose money on any stock because I always buy beaten-down stocks


My portfolio is now intact with


Sanwaria Consumer

TATA Motors

Ashok Leyland

IRB Infra

Visagar Polytex

Karuturi

Welspun India

TATA Global

3iInfotech

Gammon Infra






Venugopal Bandlamudi

                         M.A., B.Ed.

 www.thinkervenu.com


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My portfolio

1. IRB Infra


2. Sanwaria


3. TATA Motors


4. TATA Global


5. Ashok Leyland


6. Gammon infra


7. 3i Infotech


8. Karuturi Global


9. Visagar Polytex


10.Welspun india



Venugopal Bandlamudi
                         M.A., B.Ed.
www.thinkervenu.com

Successfully crossed 100,000 mark

I have successfully accumulated more than 100,000 shares of ten different companies until now. I will add more shares to my kitty in the future if I have any money available with me. Further, I don't want to have more than ten companies at a time in my portfolio. I believe persistence and patience are keys to success in investing





Market strategy until the next General Elections

There is some weakness apparently visible in the markets now. But, don't fear! It's quite common to find the volatility as this is an election year. And nobody knows when Modi announces the elections. 
Let's assume next General Elections are ten months away. How can we formulate our market strategy these ten months? I hope you are following at least ten stocks at a time. Always buy any of these stocks if they dive more than expected. If you are a salaried person, you can buy small amounts of stocks on every dip depending upon the availability of cash. This is the main point of our strategy. Don't sell any stock these ten months. 
You may ask me when to sell a stock. The best time to sell is after the new government takes over the reins. The market will be buoyant then. It will certainly make the northward movement. So, remember the right time to buy is during the election year. And the right time to sell is during the first two years of the new government. 
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