Please find below Performance Snapshot of Stocks Recommended to our Premium members.
We started offering equity research services in 2011 and 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, then a really bad 2018 till mid 2020 and now again the markets are doing well.
A full cycle is long enough and encapsulates both the good and the bad and therefore we believe the best way to measure the performance is over a complete cycle than any particular period in time. Also, remaining invested through both good and bad periods is what actually creates wealth than flipping in and out of the markets.
Highlights of our Investment Reports Research [2011-20] as on 14th Mar’21
- KW XIRR [2011-20] – 31.99% vs SENSEX XIRR [2011-20] – 12.47%
- 3 out of every 4 stocks recommended by us have delivered positive returns
- Max. return by a stock – 2,138%
- Major Correction in Small and Mid cap stocks since 2018; however stocks recommended in any particular year have still delivered significant out performance over SENSEX
The above snapshot captures returns delivered by the stocks based on the calendar year in which they were initiated.
You can find details on all the stocks initiated, date of initiation, closure, returns, method of calculation, etc by downloading the following excel sheet – Investment Track Record_14th Mar_21
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 spaces. 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.
Out of 20 stocks under research, not all 20 will do well. But if 15 do well over longer run, the gains from those 15 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).
SEBI Research Analyst Registration No. INH100001690
Research Analyst Details
Name: Ekansh Mittal Email Id: [email protected] Ph: +91 727 5050062
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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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