Monday, October 01, 2007

Wanna Be A Global Player - How about having a U-BRIC-M Portfolio?

Following Table is self explanatory!

Table contains some leading stocks from UBRICM. (United States, Brazil,Russia,Inida,China & Mexico). I have created this based on my ROI analyis on these leading countries. Thats 84% ROI over a period of 1 year. (ofcourse, its a post analysis and not a fortune teller).

Interesting thing is ROI shooted from 67% to 84% in just 5 trading days. This portfolio will bring decent fortune for medium to long term investors. All are listed in US Stock Market

U-BRIC-M thats the new acronym which I have coined for this portfolio. Whats your say on U-BRIC-M?


Balraj said...

How did you identify the stocks .. or were they part of some index in their own countries?

Did you notice that of all the stocks that is listed only one (of two) was down by 25% .. who could have imagined that it would be INFY!

Siva said...

Why will you invest your money on so many companies ? I can understand tracking so many companies. But I am wondering why will you build such a portfolio ? Is it to diversify ?

Karthikeya Arasan SV said...

Bals, I started with having virtual portfolio having scrips from leading and popular US based companies.

Later I thought of expanding the ROI analsyis for BRIC companies, since BRIC is leading emerging markets. I was surprised to see the results. was the single source for this data.

Yeah I noticed Infy too, no one would have forecasted or imagined that it will go down after a year.

Karthikeya Arasan SV said...


why to invest on so many companies?
Diversification, that would be the key reason!

Its tough to maintain such a portfolio when it comes to real investments. Its better to have such an exhautive virtual portfolio :)-

Idea which I wanted to share today is diversify your investments across countries apart from usual sector diversification.

Better peers are available in the market, its good to have global front runners in ones portfolio :)-

Wed Oct 03, 11:18:00 AM

Siva said...

yeah, I assumed that you were for doing that for diversification too. But by doing that you are averaging out your returns because you consider some of the stocks risky, isn't it ?

A more careful selection of stocks would have given you a better returns. Say if you just picked the Chinese stocks. But you didn't recommend that. So you are talking about high average returns. Isn't it ?

Karthikeya Arasan SV said...

I didn't recommend any single comp or any single country. (Of course China has outperformed in emerging market, but how long it can be out performer?!).

But there are good ROI stocks from other countries too which have outperformed china's average ROI, wise thing would be keep all front runners in your portfolio.

De-Risk & diversify your investments across leading performers.

RNRL was a worst example where I lost my money, its highly speculative on the other hand company which was growing at steady exponential growth has reached a stagnation and I lost money on that comp too, its none other than Infosys.

High Average ROI, That sounds like an opt title for this article. Because one can�t always bet on a scrip which gives greater ROI all the time :)-

Karthikeya Arasan SV said...

Siva, Guess What!! Due to recent bull run, ROI of this portfolio has increased from 65% to 90% in a matter of 11 trading days.

I need to monitor the performance of the same during Bear movement.

Karthikeya Arasan SV said...

DOW is down today by 85 pts...
But you know what!! ROI on this portfolio has shooted upto 95% from 90%!!!!!!!

so actual shoot up is from 65% to 95% in past 13 trading days!!!

Siva said...

95% :-) What can I say, the results speak for themselves :-)

Karthikeya Arasan SV said...

Its just mathematical approach based on simple ROI analysis.

Even I don��t have any sound technical analysis or facts for this portfolio to support further or derive any pattern...

It��s like betting confidently on leading horses across globe without doing any fundamental analysis :)

Probably a little bit more of fundamental analysis on this ROI trend will give a better POV ��

Happy Investing :)

Its long time since I played the real game, I don��t know when I am gonna get into real game, probably first half of 2008. Year 2007 seems to be a quite period for me. Till then virtual game show continues :)