Strategic Stock Brokers Pvt. Ltd

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Golden Rules for Portfolio Management

A portfolio of not more than 20 stocks is the most ideal.
The exposure/weight for any stock should not exceed its respective grade's upper limit (As shown in the portfolio report).
Portfolio weight for any sector should ideally not exceed 30%.
Minimum investment recommended is Rs.50,000 per scrip. Always invest in stocks as per the Model suggested in "Portfolio Track".
15% of the value to be invested should be kept aside for contingencies to safeguard against sudden fall.
One should exit from the stock where sell is recommended in the portfolio report & invest in stocks appearing as buy in our reports or remain in cash.
To always switch over from
1. Unknown scripts - to known scripts.
2. Non Quality scripts to quality scripts.
All actions should be with a predefined objective e.g.
1. Buying & selling for Investment OR for trading.
2. Stock acquired for trading should be squared off & not result into delivery.
To strictly follow stop loss and selling strategy for all the stocks in the portfolio.

FEATURES OF OUR PORTFOLIO REPORT

1. Symbol # :
This mark will appear in front of the scripts which are part of the “SUSHIL BONANZA” for long term investment.

2. Symbol ## :
This mark will appear in front of the scripts which are part of the “SUSHIL CLASSIC” for long term investment.

3. 200 EMA :
200 day Exponential Moving Average is a universal benchmark for selecting a scrip for long term investment. ( scripts trading above 200 D EMA )

4. Port.Weight :
This gives you the % age investment in each scrip in comparison to the total Portfolio Value.

5. Grade :
Here each scrip has been Graded as A, B, C, D - the gradation has been done depending on the scrip being a part of which category i.e. A = BSE 30/ NSE 50/ BSE 100, B = BSE 200/ CNX MIDCAP 200/ OTHER F & O SCRIPS, C = BSE 500/ NSE 500, D = OTHERS.

6. Recommendation :
This is the most unique feature where the scripts are recommended as Buy-3 or Sell-3. These nos. are the various models available for acquiring or selling a particular scrip. Model 6 - being the most aggressive & Model 1 - being the most
conservative. All other models like 2, 3, 4 & 5 appearing in between. Models are part of Pyramid Based Investment Strategies.

7. Corporate Action :
Like Bonus, Dividend, Split, Rights, Book-closure is mentioned underneath each scrip as & when due.
At the end of the Portfolio Report you will find information as regards the % age level of investment under each GRADE & in each SECTOR.

All the above information helps you in understanding the status of your investment on day-to-day basis.

Usefull Links: BSE - NSE - SEBI - CDSL - NSDL - RBI - MCX - NCDEX