63% in financials. Diversify...

HFCK at 34+ in 8th Jan 2014 is a clear indication
that it will surpass april 2014 target price of
38.18 bob.

It should be at 44-48 bob then.
I regard @stockmaster selection of HFCK
as the best followed by DTB.

TPSE is actually the odd one, the spoiler
of the good job.

I hope after a year if my prediction come
true that is if TPSE underperforms relative to the set benchmark the witty @stocksmaster will be bold
enough to substitute it with another counter to complete
the remaining 2 years.

This is very much allowed, afterall review or
re-appraisal of stock portfolio is a normal activity of
a good equity investor.

My picks:

NBK
HFCK

In 2013, I was all in at carbacid at an average purchase price of 135/= I got out at 240/=

I sold and got into HFCK @27/= 100%

Bought More HF@33

I usually buy 1 stock, research it thoroughly, set my targets and buy into it. However this year, I might do it differently.

Researching into 1 more stock, which I reckon could do well. All in all, 2013 was a great year. Hopefully I can replicate 2013.

@horton. diversification as you well know reduces your risk. my target is to have at least 7-10 counters. stocks are very unpredictable and volatile. for example even now, no one can say with certainty if the nse index will close higher or lower at end year and those are 20 of the best stocks.