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A virtual hedge fund |
Alchemist
Yellow Belt
Joined: 09 Aug 2010
Posts: 853
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Post: #1  Posted: Wed Aug 10, 2016 9:54 am Post subject: A virtual hedge fund |
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Fantasy Game
- Lets assume I launch a hedge fund with capital of 10 lakhs from today.
- Its a long only fund hence no shorting allowed.
- Investments can be made across all sectors and market cap (multi cap fund).
- No single stock will have more than 5% allocation.
- Any idle cash sitting in the portfolio is invested in short term liquid fund giving 8% returns per annum (lets say invested in Sundaram money fund that has given 8% annualised return in last 3 years. Lets pick yesterday NAV of 32.77 for argument sake.
- Cash can also be used to hedge positions by trading in options before any major events.
Lets see how this fund performs.
Cheers
SH |
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Alchemist
Yellow Belt
Joined: 09 Aug 2010
Posts: 853
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| Post: #2 Posted: Wed Aug 10, 2016 12:21 pm Post subject: |
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Bought today:
HMVL - 90 shares @ 274.50
JMCPROJECT - 95 shares @ 260
KALPATPOWR - 95 shares @ 263.50
SHIVTEX - 185 shares @ 134
Thermax - 26 shares @ 903
Roughly 1.25 lakh invested (25K each in 5 scrips) ... rest 8.75 lakhs continue to be in the liquid fund earning 8% p.a
Cheers
SH
Last edited by Alchemist on Wed Aug 10, 2016 2:13 pm; edited 1 time in total |
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Allwell
White Belt
Joined: 24 Jan 2010
Posts: 183
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| Post: #3 Posted: Wed Aug 10, 2016 12:33 pm Post subject: |
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Nice Concept.....Best of Luck.....  |
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Alchemist
Yellow Belt
Joined: 09 Aug 2010
Posts: 853
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| Post: #4 Posted: Thu Aug 11, 2016 2:14 pm Post subject: |
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| Alchemist wrote: | Bought today:
SHIVTEX - 185 shares @ 134
Cheers
SH |
SHIVTEX hit a high of 150 today ... I booked 50% (90 shares ) 148 which is roughly a 10% gain.
Holding rest for more.
Cheers |
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Alchemist
Yellow Belt
Joined: 09 Aug 2010
Posts: 853
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| Post: #5 Posted: Mon Oct 24, 2016 8:04 pm Post subject: |
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| Alchemist wrote: | Bought today:
HMVL - 90 shares @ 274.50
JMCPROJECT - 95 shares @ 260
KALPATPOWR - 95 shares @ 263.50
SHIVTEX - 185 shares @ 134
Thermax - 26 shares @ 903
Roughly 1.25 lakh invested (25K each in 5 scrips) ... rest 8.75 lakhs continue to be in the liquid fund earning 8% p.a
Cheers
SH |
SHIVTEX has rocketed up and trading at 228 - 70% UP  100% booked !!
HMVL is now trading at 302 - up 10%
Rest trading at around entry price only .. but overall portfolio in good profits within 2 months....
Cheers
SH |
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Alchemist
Yellow Belt
Joined: 09 Aug 2010
Posts: 853
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| Post: #6 Posted: Wed Apr 12, 2017 2:51 pm Post subject: |
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[quote="Alchemist"] | Alchemist wrote: | Bought today:
HMVL - 90 shares @ 274.50
JMCPROJECT - 95 shares @ 260
KALPATPOWR - 95 shares @ 263.50
SHIVTEX - 185 shares @ 134
Thermax - 26 shares @ 903
Roughly 1.25 lakh invested (25K each in 5 scrips) ... rest 8.75 lakhs continue to be in the liquid fund earning 8% p.a
Cheers
SH |
A quick recap of the stocks after roughly 6 months of holding
SHIVTEX at 365 (172% up)
KALPATPOWR trading at 332 (26% up)
Thermax at 1019 (13% up)
JMCPROJECT trading at 288 (10% up)
HMVL trading at 286 (4% up)
Cheers |
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pkholla
Black Belt
Joined: 04 Nov 2010
Posts: 2890
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| Post: #7 Posted: Wed Apr 12, 2017 3:25 pm Post subject: Midas? |
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SH/ Alchemist: Congrats!
Perhaps we should start calling you Midas? (= everything you touch turns to gold?)
Cheers, Prakash Holla |
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Alchemist
Yellow Belt
Joined: 09 Aug 2010
Posts: 853
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| Post: #8 Posted: Wed Jan 10, 2018 5:18 pm Post subject: |
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[quote="Alchemist"] | Alchemist wrote: | | Alchemist wrote: | Bought today:
HMVL - 90 shares @ 274.50
JMCPROJECT - 95 shares @ 260
KALPATPOWR - 95 shares @ 263.50
SHIVTEX - 185 shares @ 134
Thermax - 26 shares @ 903
Roughly 1.25 lakh invested (25K each in 5 scrips) ... rest 8.75 lakhs continue to be in the liquid fund earning 8% p.a
Cheers
SH |
A quick recap of the stocks after roughly 6 months of holding
SHIVTEX at 365 (172% up)
KALPATPOWR trading at 332 (26% up)
Thermax at 1019 (13% up)
JMCPROJECT trading at 288 (10% up)
HMVL trading at 286 (4% up)
Cheers |
A quick recap of the stocks after roughly 14 months of holding:
SHIVTEX now at 641 (380% up)
KALPATPOWR now at 522 (98% up)
Thermax now at 1322 (46% up)
JMCPROJECT trading at 629 (142% up)
HMVL trading at 263 (4% down)
Assuming equal investment across all 5 stocks, the overall portfolio is up 132%
Cheers
SH |
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pkholla
Black Belt
Joined: 04 Nov 2010
Posts: 2890
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| Post: #9 Posted: Fri Jan 12, 2018 9:25 am Post subject: repeat post! |
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[SH/ Alchemist: Congrats!
Perhaps we should start calling you Midas? (= everything you touch turns to gold?)
Cheers, Prakash Holla] |
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Eskild
White Belt
Joined: 02 Feb 2018
Posts: 24
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| Post: #10 Posted: Sat Feb 10, 2018 7:33 pm Post subject: |
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| Yes, I've heard about such a thing for a long time. But have not understood how it works, now I understood a little bit. On this forum it's not the only information that seemed very interesting to me. |
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