Home > Education, Market View > Our three musketeers(ABB,BHEL and L&T) are still rocking!

Our three musketeers(ABB,BHEL and L&T) are still rocking!

Monday, July 23, 2007 Leave a comment Go to comments

Look how far ABB, BHEL and L&T have moved when I first wrote about them in ‘ABB,BHEL and L&T-“The Three Musketeers”. Since the June 18 article:

ABB has moved from 920 levels to 1130 levels(adjusted for split) :+23%

BHEL has moved from 1400 levels to 1750 levels: +25%

L&T has moved from 1950 levels to 2600 levels : +33%

And if you check their two month performance, all of these have gained around 40-50% levels.

While the NIFTY has moved up almost 10% since June 18, these stocks have outperformed the index by 2-3 times. And the beauty of it is that they did it so silently!

Now you guys still want some “fresh ideas” everyday? Sometimes “old is gold”. Stop adding “new junk” to your portfolio.Focus on QUALITY(old or new).

Infact, it is heartening to see that many people who are approaching me for “portfolio advisor product” had loaded up on these stocks around this time. These stocks have not only made up for “underperformers” but also “made” the portfolio returns look decent.

So if your portfolio is not up atleast 10% in last month or so, then you might have to do some “serious thinking”.

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  1. sagecapital
    Monday, July 23, 2007 at 11:03 am

    The 80-20 rule is very much true for investing.80% of your profits might come from 20% of your investments!I will elaborate on this in some other post.

  2. Parimal Bajpai
    Monday, July 23, 2007 at 10:59 am

    My experience is somewhat similar though I don’t have any of the three musketeers. I have made gains through IVRCL, Reliance, RCOM & Bharti. Other plays have not been as fruitful.

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