Comments on: Must have equity in your portfolio!

By: aditya

aditya — Thu, 02 Dec 2010 07:46:09 +0000

Dear Subra,

thank you for the reply. AMong the list I couldnt identify KCP ! COuld you please help us here.

Regards
Aditya

By: subra

subra — Mon, 05 Jul 2010 10:35:46 +0000

aditya these guys have shares held for 10 years also. So first is to see what kind of an investor/trader you are. A couple of shares that these guys have held for a long time include Siemens, KCP, Carborundum Universal, Coromandel Fertilisers, Ingersoll Rand,…and some shares in which they have traded include Bharti, Tata Tele, etc.

By: aditya

aditya — Mon, 05 Jul 2010 07:38:14 +0000

subra

any coverage on the named grp off 40 making 70% cagr moves and portfolio would be great!!

By: subra

subra — Mon, 05 Jul 2010 03:26:35 +0000

the worst thing that a blog can do is raise expectations for people to believe that they can handle their own portfolios by reading blogs. So that is the first disclaimer.

Sumit: If it is well known that equities will beat all other asset classes (I am not even remotely saying this is true or false) how come 97% of the retail savings in our country goes to banks and post offices? beats me. So it is not so universal. Trading strategies can never be learnt from a blog. As a broker I have seen very, very few traders make money consistently. And the kind of discipline that they bring into trading – they could make a success of anything.

Ganesh: Value investing holds. I know a group of 40 people (in Mumbai) who have portfolios which have given a rocking 70% CAGR over the past 10 years with very little trading – maybe 10% portfolio turnover.

By: Ganesh

Ganesh — Mon, 05 Jul 2010 03:11:27 +0000

Subra,
Great article. However do you think buy and hold works in today’s markets? To me it looks like a trader’s market. This holds for even quality stocks. Just imagine someone entering at 21k levels. (I understand it was highly overvalued then) Its almost 3 years now. Its nowhere near 21k now
Please throw some light on it.

By: Sumit Anand

Sumit Anand — Sun, 04 Jul 2010 16:11:59 +0000

This point is already very well known ” Stocks will beat everything in the long run “….what would be more interesting to know is how to go about it……buy and hold….or….trading in some identified 15-20 stocks which a lot of ppl do or what else……

take situations….what is to be done now when europe faces a severe crises….n can be out anytime in news….!!!

these writings would be more informative than just a ” Stocks best in long run ” tagging…..

By: Week’s Top Links on Personal Finance | Ranjan Varma's Blog

Week’s Top Links on Personal Finance | Ranjan Varma's Blog — Sun, 04 Jul 2010 08:28:00 +0000

[...] Must Have Equity in your Portfolio: Subramoney quotes Dr. Jeremy Siegel, author of Stocks for the Long Run, who has done a study of [...]