Portfolio Game

And the game begins. So many stocks so little money sigh! The portfolio is as follows:

Andhra Petro – 1333 @ 15/-

Panacea Biotec – 48 @ 415/-

India Cements – 91 @ 219/-

SRF Ltd – 83 @ 240/-

Reliance Industries – 17 @ 1,175/-

Total Value 99,739/-

Andhra Petro – growth story, part of a well-diversified conglomerate. Net up five fold.

Panacea Biotech - diversified biotech play.

India Cements – has turned the corner, increase in sales and better capacity utilization are translating in to healthy bottom lines.

SRF Ltd – Again good quarterly results, net up by 643%.

Reliance Industries – Index bellweather. If the Sensex has to go up from here Reliance will have to participate in some fashion I imagine.