Your Portfolio Value In January 2008 V/s. March 2014 (Will You Marry Your Wife Again?)
March 12, 2014
Your Portfolio Value In January 2008 V/s.
March 2014
(Will You Marry Your Wife
Again?)
Greetings from Hitesh! During 2011, we had started planning for
2014 and we were reviewing portfolios of many of you. They were holding stocks
bought during last 6 months of 2007. Naturally, they all were in RED.
A Mind of Normal Investors:-
Looking at their portfolio, we had told them to sell these stocks,
at loss, and buy something new. Their arguments was simple….if market moves up as per your predication in 2014, our
stocks will be in profit!! Many of them did not listen to us.
Will You Marry Your Wife Again?
To prove our point to Normal Investors, on 18th June
2011, we had written our most appreciated article…Will
You Marry Your Wife Again? In that we had given the market movements
from 1992 till 2011.
Let me take you the points shared in that article.
Behavior of market in
last 20 years:-
In 1992,
the theme was Cost Replacement…Mr.Harshad Mehta arrived the price of ACC
Rs.10000 based on his theory and market also believed him…what happened to the
prices of Mazda, ACC and all other companies since then you know.
In 1994,
when first time FII investments were allowed, the sectors were capital goods
and PSU IPOs. In 1995-96, the market was flooded with IPO of finance companies.
The costliest IPO was of VLS Finance at Rs.510 per share. All listed companies
started their finance companies…CIPLA started ALPIC Finance. I do not know what
these companies are doing now.
1997
was the year for FMCG and Pharma companies…Hindustan Lever, Ponds, ITC, Colgate
and Pharma companies were the darling of the market. Since then ITC or Hindustan lever or Colgate took 10 years to give positive
returns.
1999-2000
were the year of IT and famous K-10 stocks…..HFCL quoted at Rs.2100 is
available at Rs.20 now. DSQ Software, Silverline are difficult to find now.
Even Infosys price of Rs.16000 per shares took 7 years and two bonuses to
match.
2003-2007
were the years of Infrastructure, Housing, Capital goods & electric goods
sector. Just see what is the position of housing and infra companies
today?
2009 to 2014:- Only
selective counters have moved up. Selective Pharma / IT / Banks / some odd
counters have moved up.
If you look at the above periods….stocks and sectors
that moved up in one rally have not moved up in other. If you kept them holding……there
would not be any change in your portfolio even today.
Your Portfolio NOW:-
If you have not followed what we had said…..I am sure you must be
having a bleeding portfolio even today. e.g. Many guys were holding Reliance
Industry. Since 2009, we have written at least 3 articles telling you that
Mukesh Bhai bought at around Rs.1400 and sold around Rs.2800 and the game is
over now. See the price even NOW.
What is The Solution
NOW?
Get
your portfolio evaluated from us at a small fee. We will tell you from your
portfolio, whether the companies you hold has the potential to grow up or not?
The best solution is to join our advisory services. If you join us, we will
evaluate your portfolio free of cost and also tell you where to invest NOW.
To make things easy for you…..we have launched a special scheme.
You can read the same by clicking on the link.
You Can Make 100% in
coming 15 days. Are You Ready?
Take advantage of it before 25th March.
Have a Great Day.
Follow me on Twitter @hiteshmparikh Or
on Whatsapp - +91-9869425399.
Live
With Passion…Invest With Passion.
Hitesh
Parikh.
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