We are glad to share with you the Comprehensive Performance of Katalyst Wealth (KW) since its inception.
KW stock research was started in 2011 and we have completed 1 full bull-bear cycle of the markets.
From 2011-13, the markets were down in the dumps, then we had a great 2014-17 and now again the markets are down and starting to recover.
A full cycle is long enough and encapsulates both the good and the bad and therefore the best way to measure the performance is over a complete cycle than any particular period of time.
Highlights of our Investment Reports Research [2011-20] as on 13th Sep’20
- Since 2011, our recommended stocks have delivered XIRR of 29.89% vs SENSEX XIRR of 10.25%
- Have achieved significant out performance over SENSEX and other indices over the last 9 years
- Major correction in Small and Mid cap stocks since 2018; however our stocks recommended in any particular year have still delivered (collectively) significant out performance over SENSEX
- Max. return by a stock – 1,213%
The above snapshot captures returns delivered by the stocks based on the calendar year in which they were initiated.
XIRR return for Katalyst Wealth stocks and SENSEX is calculated assuming equal amounts invested in all the initiated stocks (at the time of initiation) and SENSEX on the date of the initiation.
XIRR is a better indicator of the performance than Avg. Return (especially over longer periods) as XIRR takes into account the timing of both the buying and the selling of the stock.
What does the above performance indicate?
Investments made during down markets are painful in the short term but deliver significant returns in the long term.
All our picks are from small and mid-cap space. Yes, there have been a few failures, but longer term investing while focusing on Growth cum Value strategy does deliver great returns.
While it may appear benchmark indices are unbeatable, on the contrary, it is possible to achieve significant out-performance in the longer run.
In Equity investing, not all the years are same and bad years are generally followed by good years. Thus, it’s important to continue investing during bad times.
Out of 15 stocks in a portfolio, not all 15 will do well. But if 10 do well over longer run, the gains from those 10 will more than compensate for the losses from the other 5.
The gains that can be accrued on any good stock are virtually limitless, while the downside is limited (unless, you are leveraged).
To know more about our Stock research services, check out the following page – LINK
Wish you good health and wealth.
Email: [email protected]
Ph: +91-727-5050062, Mob: +91-9818866676
SEBI Research Analyst Registration No. INH100001690
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www.katalystwealth.com (here in referred to as Katalyst Wealth) is the domain owned by Ekansh Mittal. Mr. Ekansh Mittal is the sole proprietor of Mittal Consulting and offers independent equity research services to retail clients on subscription basis. SEBI (Research Analyst) Regulations 2014, Registration No. INH100001690. The model sheet service is an extension and reflection of our research analysis and is in no way a portfolio advisory or buy/sell recommendation for you.
The purpose of model sheet is to get a tentative performance snapshot on portfolio basis than on individual stock basis. It is basically a Performance measuring tool, similar to say an index.
The model sheet service is basically an information service and doesn’t take into account your personal financial situation or risk profile. Please consult your financial adviser before following or implementing the same partially or in totality.
The transactions mentioned are not the actual transactions, but take into account the ending prices for the day and ~0.3% transaction charge.
For the purpose of calculation of returns, the surplus cash (cash i.e. not invested in stocks) will be assumed to be invested in liquid funds at around ~5-6% return per annum.
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Disclaimer: www.katalystwealth.com (here in referred to as Katalyst Wealth) is the domain owned by Ekansh Mittal. Mr. Ekansh Mittal is the sole proprietor of Mittal Consulting and offers independent equity research services to retail clients on subscription basis. SEBI (Research Analyst) Regulations 2014, Registration No. INH100001690
The views expressed are based solely on information available publicly and believed to be true. Investors are advised to independently evaluate the market conditions/risks involved before making any investment decision
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