Comments on: It Has Been Over A Year Since … http://www.sinletter.com/2006/12/it-has-been-over-a-year-since/ Tue, 03 Jan 2012 14:45:43 +0000 http://wordpress.org/?v=abc hourly 1 By: Asif http://www.sinletter.com/2006/12/it-has-been-over-a-year-since/comment-page-1/#comment-7 Asif Thu, 18 Jan 2007 00:00:00 +0000 http://www.sinletter.com.php5-6.dfw1-2.websitetestlink.com/?p=158#comment-7 Mumbaikar, thank you for stopping by and for your kind words. I like Tata Motors (TTM) as well and featured it on SINLetter, a little over a year ago. Despite the fact that it has appreciated more than 83% since I added it to the model portfolio, I still like its valuation. As you may be aware, total vehicle sales grew 43.01% in November (YOY) followed by a 33% gain in December 2006. I added PIV to my personal portfolio to add some diversification and reduce risk. Even though I was not satisfied with its 2006 performance, it has done well in recent weeks and I will probably continue to hold it for the near future. Mumbaikar, thank you for stopping by and for your kind words. I like Tata Motors (TTM) as well and featured it on SINLetter, a little over a year ago. Despite the fact that it has appreciated more than 83% since I added it to the model portfolio, I still like its valuation. As you may be aware, total vehicle sales grew 43.01% in November (YOY) followed by a 33% gain in December 2006.

I added PIV to my personal portfolio to add some diversification and reduce risk. Even though I was not satisfied with its 2006 performance, it has done well in recent weeks and I will probably continue to hold it for the near future.

]]> By: mumbaiKar http://www.sinletter.com/2006/12/it-has-been-over-a-year-since/comment-page-1/#comment-6 mumbaiKar Sun, 14 Jan 2007 00:00:00 +0000 http://www.sinletter.com.php5-6.dfw1-2.websitetestlink.com/?p=158#comment-6 I would stick to PIV. Holdings like these reduce the standard deviation of your portfolio. If you are in it for a long term, then the volatility of your portfolio is equally important. There is this theory by Ashwin Chabra about wealth management framework. It divides the portfolio into three parts. Protection, Market, and Aspiration. PIV would be the part of your market portflio which aspires to at least as good or better than the market. The rest of the high return but higher risk securities form a part of your aspiration portfolio which you would hopefully use to jump the ranks. I like Tata Motors. Ratan Tata who is the chairman of the Tata group in keenly interested in this company. Good column posting here. Clearly a quality site. Cheers! I would stick to PIV. Holdings like these reduce the standard deviation of your portfolio. If you are in it for a long term, then the volatility of your portfolio is equally important.

There is this theory by Ashwin Chabra about wealth management framework. It divides the portfolio into three parts. Protection, Market, and Aspiration. PIV would be the part of your market portflio which aspires to at least as good or better than the market. The rest of the high return but higher risk securities form a part of your aspiration portfolio which you would hopefully use to jump the ranks.

I like Tata Motors. Ratan Tata who is the chairman of the Tata group in keenly interested in this company.

Good column posting here. Clearly a quality site.

Cheers!

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