Saturday, January 28, 2012

Up or Down

We continue to stay invested. There have been few sell side trades though generally we have been investing.  As a strategy, we have invested in high quality large cap stocks. Investments in last 4 weeks were well timed. Currently the portfolio is showing a decent gain though the top 7 scripts are accounting for all of the gain:)

There are many mid-caps looking attractive at the current levels though I would stick only to large caps at the moment. Hard to say the 2012 outlook for Equity Markets though I stay bullish for a 3 year horizon. We have also started regular investments in Gold EFT from last few months. Recent norms introduced by SEBI for listing day IPO trading should help in the long turn.

www.rohitshahsworld.com is registered now though site is under development. I would like this site to focus on Financial Planning resources. I now have a good collection of all books related to Financial Planning. I would like a list of such books to be published on the site. It will take a while to get the site fully up & running though.

Long hours continue at work place. Not much chance to blog or read books. Hoping that I will get regular on reading front, sometime soon now.

Regards, Rohit

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