On 6th December 2012, we had constructed a “Twelve Stock Portfolio” for our subscribers, which was benchmarked to BSE Sensex. The Portfolio as of 7th November 2013 has given a return of 16% whereas BSE Sensex in the same period has given a return of 8.12%. The recommended portfolio has beaten the benchmark by 8%.
The “Twelve Stock Portfolio” includes three financial services sector stock, ICICI Bank, ING Vysya and Bajaj Finserve giving the sector the highest weight of 33% in the portfolio. Information Technology sector has a weight of 28% with four stocks. Automobile sector has a weight of 18% including stocks of Tata Motors and TVS Motors. Media & Entertainment and Education sector has a weight of 13% and 8% respectively.
In the portfolio, nine stock have given individual returns ranging from 13% to 44% whereas three stocks are in negative territory with the individual returns ranging from -3% to -30%. Weighted average return contribution of nine stocks to the portfolio is 21.1% whereas negative return contribution to the portfolio is 5.1%.
Tata Motors is the best performing stock giving weighted average return of 4.4% and NIIT Ltd is the worst performing stock and has given a negative weighted average return of 2.5% to the portfolio. We will be making changes to the portfolio on the 6th of December 2013.