Suggested portfolio returns as on 3nd June 2009

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Indian Mutual Fund

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Jun 4, 2009, 5:14:22 AM6/4/09
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On 3rd March we have posted one article about suggested portfolio as per our research.(Click here to view article posted on 3rd March 2009) We had suggested good blending of mid cap, small cap and large cap with small allocation to balance fund too. We bat on JM funds after direct meeting with fund manager and research analyst, JM worked in our suggested portfolio as a black horse. 

We have kept 12 % in liquid fund to average in funds whose NAV falls more after investment or to take advantage of sharp correction by investing in to any Index fund. 

You can see we have allocated 88% in equity fund which have generated 96% absolute return in three month time. 

Now, if you have got returns as per your expectation than you must move out of equity. 

If you want to book partial profit, we advice you to take out 20 to 25% from equity mutual fund to liquid fund and start weekly STP in the same fund for next five month. 

I do not want to take much of your time; let me present you a suggested aggressive portfolio result as on 3rd June 2009. 
To view it online click here

Cheers!!!!!
--
___________________________________________________________________________________
'I made my money by selling too soon.'

Blog: www.indian-mutualfund.blogspot.com
Portfolio Return.xls

Bhargav Chokshi

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Jun 4, 2009, 6:30:59 AM6/4/09
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What do you suggest now... For a period of about a quarter... In mutual fund???
 
Regards,
 
Bhargav Chokshi
 
IR Financial Services Private Limited
 
 9898288726, 9327117169
 07930023459 
 
Before printing, think about ENVIRONMENTAL responsibility.

 
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allmutualfund

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Jun 6, 2009, 3:16:11 AM6/6/09
to Mutual Fund india
Dear Mr. Choksi,

Sorry for kept you waiting.

We believe in goal planning strategy for any investment. In that
planning we used to follow one quote “Time in the market is more
important than timing the market”

You do not have to worry about short term movement.......remember only
one thing is constant in the world that is change.... ups and downs
will be there.

If have achieved your goal just move out of the market, do not regret
I have made money by selling too soon…

I think SIP or STP for next few quarter will be a better option if you
have missed last six month rally. Make sure your money is fully
invested in to the market if you want to chase return…to get better
average of units over a period of time.

Keep Investing..

Enjoy.



On Jun 4, 3:30 pm, "Bhargav Chokshi" <bchok...@gmail.com> wrote:
> What do you suggest now... For a period of about a quarter... In mutual
> fund???
>
> Regards,
>
> Bhargav Chokshi
>
> IR Financial Services Private Limited
>
>  9898288726, 9327117169
> ___________________________________________________________________________­__
> _____
> 'I made my money by selling too soon.'
>
> Blog:www.indian-mutualfund.blogspot.com
>
>
>
>  dynamic_chart_anim2.gif
> 13KViewDownload
>
>  13_c_phone.gif
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> 42KViewDownload
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