Golden Rules for Portfolio Management

1. A portfolio of not more than 20 stocks is the most ideal.

2. The exposure/weight for any stock should not exceed its respective grade's upper limit (As shown in the portfolio report).

3. Portfolio weight for any sector should ideally not exceed 30%.

4. Minimum investment recommended is Rs.50,000 per scrip. Always invest in stocks as per the Model suggested in "Portfolio Track".

5. 15% of the value to be invested should be kept aside for contingencies to safeguard against sudden fall.

6. 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.

7. To always switch over from
 a] Unknown scrips - to known scrips.
 b] Quality scrips to quality scrips

8. All actions should be with a predefined objective e.g.
 a] Buying & selling for Investment OR for trading.
 b] Stock acquired for trading should be squared off & not result into delivery.

9. To strictly follow stop loss and selling strategy for all the stocks in the portfolio.
All the strategies carry an in built stop-loss which one should strictly follow. Not observing stop-loss can result into huge losses.

FEATURES OF OUR PORTFOLIO REPORT :

1.Symbol # :
This mark will appear in front of the scrips which are part of the SUSHIL
FINANCE TOP 130 for long term investment.

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

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

4.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.

5.Recommendation:
This is the most unique feature where the scrips 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.

6.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.