As promised earlier, I am updating the list of portfolio stocks held by RJ as at end of September 2006. (you can access the previous post containing the portfolio here)
Lupin (4.09% stake, value of stake = Rs.164 crore)
Provogue (2.96% stake, value of stake = Rs.19 crore)
Alphageo (1.56% stake, value of stake = Rs.1 crore)
Total Portfolio value = Rs.1873 crore (up 16% over June 2006 quarter)
Note: The ace investor has added the following two new stocks in his portfolio in September 2006 quarter:
.Alphageo – for research click here.
.Panama Petrochem – for research click here
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2 comments:
Good Blog. Keep it up.
Sushil
Hi
Nice research, If possible is it possible for your to disclose the avg purchasing price of the stocks
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