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

Aurobindo Pharma

Ranbaxy

Power Grid Corp.

Reliance Capital

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

Adani Port

IFCI CE 35

KTK Bank CE 190

KTK Bank CE 210

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%

8%

NIFTY

CraFt Portfolio

NIFTY 50

Equity Trading & Research Desk

Contact: Product@craftwealth.com