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    खगेश हातझाड़े
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    The portfolio report summarizes Craft Financial Advisors' portfolio strategy and holdings from November 2012 to January 2013. It allocates the portfolio 30% to long term holdings, 50% to medium term, and 20% to short term trading. For long term holdings, it focuses on generating 10-15% returns over 6-12 months and gives examples in MRF and Jet Airways. For medium term, it aims for 7-10% returns over 2-4 weeks through stocks like Pantaloon DVR and Power Grid. Short term trading seeks 1-5% returns within a week from news-based events, with current positions in Rel Cap, Adani Port, and IFCI CE 35. The report shows

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    The portfolio report summarizes Craft Financial Advisors' portfolio strategy and holdings from November 2012 to January 2013. It allocates the portfolio 30% to long term holdings, 50% to medium term, and 20% to short term trading. For long term holdings, it focuses on generating 10-15% returns over 6-12 months and gives examples in MRF and Jet Airways. For medium term, it aims for 7-10% returns over 2-4 weeks through stocks like Pantaloon DVR and Power Grid. Short term trading seeks 1-5% returns within a week from news-based events, with current positions in Rel Cap, Adani Port, and IFCI CE 35. The report shows

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    13 views7 pages

    Portfolio Report v02

    Uploaded by

    खगेश हातझाड़े
    The portfolio report summarizes Craft Financial Advisors' portfolio strategy and holdings from November 2012 to January 2013. It allocates the portfolio 30% to long term holdings, 50% to medium term, and 20% to short term trading. For long term holdings, it focuses on generating 10-15% returns over 6-12 months and gives examples in MRF and Jet Airways. For medium term, it aims for 7-10% returns over 2-4 weeks through stocks like Pantaloon DVR and Power Grid. Short term trading seeks 1-5% returns within a week from news-based events, with current positions in Rel Cap, Adani Port, and IFCI CE 35. The report shows

    Copyright:

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    Download as PDF, TXT or read online from Scribd
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    of 7

    Portfolio Report

    Nov 21, 2012- Jan 31, 2012

    Craft Financial Advisors P Ltd

    Portfolio Overview
    CraFts style of active fund management believes in proper allocation across our three trading strategies Long Term Positional Long Short/Trading Post recent rally in the markets we have revised our portfolio management strategy and we have increased weight of our trading side of portfolio
    Portfolio Management Strategy (Post Rally)

    30% 50%

    20%

    Long Term

    Medium Term

    Trading

    Funds are managed considering investors risk appetite and lead to descent returns in commensuration

    Long Term Portfolio View


    Strategy focuses on generating returns in the range of 10-15% in a period of 6 to 12 weeks of active fund management. Illustration:
    MRF: Decreasing rubber prices w ill help this stock in getting to our target price of 15,000 Jet Airways: FDI in aviation and post that deal talks with Etihad will take the stock prices higher
    Long Term Portfolio Snapshot
    5% 9% 9% 11% 66%

    MRF

    Jet Airways

    SpiceJet

    Unitech

    Jubilant Life Science

    Current Holdings: Jet Airways, MRF, Spicejet The risk involved are in commensuration of the expected returns

    Medium Term View


    Strategy focuses on generating returns in the range of 7-10% in a period of 2 to 4 weeks Illustration: Pantaloon DVR: We traded on the scrip considering FDI in retail of which the company will be the biggest beneficiary Power Grid Corporation: Newly constituted Cabinet committee will help the stock
    Medium Term Portfolio Snapshot
    8% 11% 30% 12% 19% 20%

    Pantaloon DVR Ranbaxy Reliance Capital

    Aurobindo Pharma Power Grid Corp. Tata Power

    Current Holdings: JP Associates, IRB Infra The risk involved are in commensuration of the expected returns

    Trading/Long-Short
    Strategy focuses on generating returns in the range of 1-5% in a period of maximum 1 week Trading strategy is more focused on news based or event based. All trades are carried out considering clients risk appetite
    Trading Portfolio Snapshot
    7% 10% 15% 18% 25%

    25%

    Rel Cap KTK Bank CE 190

    Adani Port KTK Bank CE 210

    IFCI CE 35 AB Nuvo

    Current Holdings: Rel Cap, Adani Port, IFCI CE 35, KTK Bank CE 190, AB Nuvo

    The risk involved are in commensuration of the expected returns

    CraFt Performance with NIFTY

    5% 8% NIFTY
    NIFTY 50

    8% CraFt Portfolio

    Equity Trading & Research Desk


    Contact: Product@craftwealth.com

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