My mid cap portfolio

A lot of the money that I handle directly (family only) and some people who claim to listen to me (I have no clue where they buy, whether they buy, or whether they have sold)…are bleeding because of these shares:

Allied Digital (-67%), Arvind Products (-54%), Brand House (-34%), Crest Animation (-49%), Jupiter Bio (-39%), K S Oil (-39%), Punj Lloyd (-48%) and Suven Life (-47%).

The numbers in brackets are the % losses that my portfolio has made in the respective shares. However I can still stand here and laugh because there are some solid shares which have perhaps fallen from grace and in terms of price, are still a good hold.

Then there are shares like Coromandel Fertilisers, Cholamandalam Investment, Mahindra Holiday resorts, Basf, Hdfc, Hindustan Oil, Hero Honda, – which I WAS LUCKY ENOUGH TO SELL at what look like good prices in retrospect. Now I have to choose when to buy some of these shares back……AND since these quantities
Source:Subramoney.com

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