India Fund Performance Compared to Index -Sensex(in %)
* move mouse over the graph to view data on any particular date.
[+-] Asset Allocation Chart

* Beta version, started on Jan/2010 as an trial. Currently contains very limited data. Read more about this chart in the post

Thursday, May 17, 2007

Interesting readings

http://permanent-value.com/Research/Investing%20Thoughts.pdf


http://permanent-value.com/NewsArticles/2001%2001-13%20Graham%20-%20Forbes%20Greatest%20Investing%20Stories,%20Chapter%201.pdf


Lots of short topics listed here:
http://www.valueinvestigator.com/valuelibrary/

Click here to read the complete article....

Friday, May 11, 2007

Real estate market in India

Discussions & articles I came across on the topic - Real estate market in India.

http://indianeconomy.org/2006/12/13/is-there-a-bubble-in-indian-real-estate/

http://in.rediff.com/money/2007/may/07realty.htm

http://en.wikipedia.org/wiki/Indian_property_bubble

http://www.deepakshenoy.com/articles/realestate/realestatecf.htm

Interesting comparision
http://www.stock-market-crash.net/tulip-mania.htm

Click here to read the complete article....

Thursday, May 3, 2007

Investments

Ongoing:
- Keep looking for great companies.
- Keep a list of stocks you would love to buy if you hit a Jackpot. And keep it updated.
- Buy the stocks in your list when it is below the intrinsic value. Market panic selloffs due to reasons which does not affect the company are good times to buy.
- Dont invest in too many companies.

One stock:
- Read/Study all possible things about the company.
- Buy only if the company passes your selection process & current price offers a 'margin of safety'.
- Buy it over a period of time (cost averaging).

Portfolio:
- Analize your stocks at a regular interval (6 months) to make sure that the reasons for which you invested in the company is still valid.

Click here to read the complete article....

Wednesday, May 2, 2007

Portfolio

Investments (*)

Company Name Avg Pur Price(Rs)Lowest Pur Price(Rs)Current Price(Rs)
Jindal Steel and Power Ltd. 11504872994
Reliance Industries 6052801626
Infosys 10225452081
Federal Bank 9393241
SBI4852851123
ONGC369238919

* Split adjusted

New Additions (Last 3-4 Months)
Bhagiradha Chemicals
GE Shipping
Tata Investment Corp
Sesa Goa
Tata Steel
Allianz Securities

Click here to read the complete article....

Useful Resources

Portfolio Management:
I was using ICICI Direct (www.icicidirect.com) for my portfolio management which comes as part of the account. And it lack even the basic functionality. It is really poor for portfolio managment and tracking.

Recently I came across www.moneycontrol.com 's portfolio management, it is free and its great!! I love it. Also, they provide a consolidated view of all the news, messages related to the companies in portfolio.

Charting:
Yahoo India finance's (http://finance.yahoo.co.in) charting is good. They provide easy charting, comparision to sensex and upto 3 companies in same chart.

www.economictimes.com also have easy charting, but offer no comparision.

Research & Analisys:
Quots & ratios from moneycontrol and icicidirect.
Economictimes also provides helps.

Stock Screening:
www.icicidirect.com provides couple of predefined stock screenings and a basic custom screening tool.


Click here to read the complete article....

Buffet Readings..

Morning Star Article:
Good Article on Investment Style of Buffet.
http://news.morningstar.com/article/article.asp?id=191671&pgid=rss

http://permanent-value.com/NewsArticles/Buffett%20Speaks%20_2.pdf

Buffet Quotes:
http://www.wordpower.ws/quotations/warren-buffet-quotes.html

Click here to read the complete article....

Tuesday, May 1, 2007

Welcome

Welcome to Value Investment Blog!!

Forum for Investor Education and to discuss investment ideas for share market with a long-term view.

Welcome to share your ideas!!Please do your own research before investing in any stocks mentioned in this blog. Use this blog as a medium to identify potential companies to do own research and invest.

Thank You!!

Click here to read the complete article....