UNDOUBTEDLY YOU HAVE A FANTASTIC PORTFOLIO, BUT RATIONALLY SPEAKING
CURRENT MARKET SITUATION DOES LOOK FURTHER GLOOMY, CURRENTLY INDIAN
MARKET IS IN A OVERSOLD ZONE SO THERE IS A STRONG POSSIBILITY OF
RECOVERY. NIFTY COULD RALLY UPTO 4600 AT UPSIDE. SO WHAT I FEEL IS YOU
SHOULD SELL OFF AT THIS LEVEL AND BUY AT LOWER LEVEL i.e. AT TIME WHEN
YOU FEEL THAT MARKET HAS BOTTOMED OUT.
On Mon, Sep 1, 2008 at 2:13 PM, SHIV <[EMAIL PROTECTED]> wrote:

Dear Members,

I am looking for some advise on my stocks. Firstly, I am a relative
beginner and have been investing since only the last 2 years. Most of
my holdings were bought last year as the markets went up ( till jan
this year).My total investments including MFs as about 500,000/-. I
could boast of approx 35% gains before the markets fell and I am now
carrying approx 28% losses on my investments.

This is what I have

ABB

BANK OF INDIA

BHEL (VERY SMALL QTY)

DIAMOND CABLES

DLF

ELECTROSTEEL

EMMSONS INTERNATIONAL

ETC NETWORKS

FIRST SOLUTIONS

FORBES GOKAK

GABRIEL INDIA

GUJARAT IND POWER

GUJARAT MINERAL

HDIL

HIMALAYA INTERNATIONAL

HOEC

HOVSER

INDIABULLS SECURITIES

IL & FS INVESTMENT MANAGERS

IMP POWERS

INDIA BULLS FINANCIAL SERVICE

MUNDRA PORTS

OMAXE

OPTO CIRCUITS

POWER GRID

PUNJ LLYOD

RATHI UDYOG

RELIANCE CAPITAL

RELIGARE

RELIANCE POWER (IPO)

STERLITE OPTICAL

TAKE SOLUTIONS

TANLA SOLUTIONS

TIDE WATER

UNITED PLYWOOD


MUTUAL FUNDS


BIRLA INFRA FUND

ICICI TAX PLAN GROWTH

IDFC ENTERPRISE EQUITY FUND

LOTUS INDIA AGILE FUND

RELIANCE VISION FUND

SBI BLUE CHIP GROWTH

SUNDARAM MIDCAP GROWTH


My queries are :-

Do I need to exit some stocks and re invest else where?? I think I
have too many stocks and am over exposed to the financial sector

I need to liquidate half my holdings to pay for some expenses in Jan
2009 ….I can hold on to the remaining 50 % for Long term. How do I
proceed.

I have some cash which is lying unutilized and needs to be invested
till Jan 2009. Where can I park it . Are FMPs a good choice? Which are
the FMPS that I should look at??

My MFs which were up almost 60% in Jan are just about breaking even…
Is there a need to re invest these as well??

I can invest an additional 3-5 thousand every month? I want to go in
for 2 SIPs – Please suggest??

Can I get some advise please from the experts ??? Thanx in advance
<br



--
Posted By Ronald Chisley to Investor Forums at 9/01/2008 05:44:00 PM
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