Rakesh Jhunjhunwala, the billionaire Indian investor, would be very proud of us. Why? Because the stocks that we selected for his Model Stock Portfolio 2012 have lived up to his lofty expectations and given good returns.
On 10th December 2011, we decided to think like Rakesh Jhunjhunwala would do – when he was deciding on what stocks to buy – and make up a model portfolio.
We decided to select only top-notch companies with top quality management and a stellar growth track record. We know from a close study of Rakesh Jhunjhunwala‘s portfolio that he steers clear of dubious and unknown companies – so we decided to do the same.
So, lets take a look at Rakesh Jhunjhunwala‘s Model Portfolio 2012
| Stock | Price on 10.12.2011 (Rs) | Price on 17.04.2012 (Rs) | % gain |
| Bajaj Auto | 1673 | 1718 | 2.69 |
| Titan Industries | 185 | 239.65 | 29.54% |
| Coal India | 316.65 | 347.90 | 9.87 |
| Power Grid | 98.60 | 114.05 | 15.67 |
| HDFC Bank | 536.90 | 536.90 | – |
| Page Industries | 2657.20 | 2897.55 | 9.05 |
| VST Industries | 1154.35 | 1951.80 | 69.08 |
| 135.90% | |||
| Simple Average Return (Absolute) | 19.41 | ||
A return of 19.41% over a period of about 4 months translates to an annualized return of about 58.24%.
Even by Rakesh Jhunjhunwala high standards, this is a very good return on equity.
Model Stock Portfolio 2012
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