We started offering stock recommendations service in 2011. Further, in order to make it even simpler for our members, we started running a model portfolio from 15th Aug’18.
Key Highlights: 1) 29% CAGR, 2) Major Out-performance over benchmark indices, 3) 15-20 Small-mid cap stocks in the portfolio at any point of time
The journey so far has been full of learning and joy. We are now more thrilled than ever to perform even better and give our best in every company that we study. Our work however is incomplete unless we are able to help you achieve the same results as us.
Since we share a model portfolio that you can easily replicate, sometimes some of our clients’ returns do not end up being the same as ours. This happens due to many reasons and we sincerely request your help in solving this problem by keeping in mind the below mentioned points while using our services:
Replicate the portfolio exactly – In the model sheet that we share with you, you can see the exact weightage for each and every one of our recommended stocks in the portfolio. If you wish to achieve the same performance as ours, it is recommended that you stick to these weightages. While reading the stock reports that we share about the various companies we recommend you might build a strong conviction towards some companies while you might also feel a little less strongly about others. In such a scenario, it is important to let go of the bias and diversify according to the mentioned weightages religiously.
Do not try to time the market – With the ongoing hype around the stock market and the crash there is also a lot of noise about the markets being overvalued and about a big crash coming soon. These speculations tend to tempt investors into withholding their investments or in some cases even selling their stocks to buy again at lower prices. Do not make this mistake. Understand that it is not possible to time the market and since we are investing for the long term, minor corrections along the way will not matter. Most of the time while anticipating such corrections, investors miss out on good opportunities and are forced to reenter at higher valuations. Peter Lynch said it better than I ever could ‘Far more money has been lost by investors anticipating corrections or waiting for corrections than in corrections themselves’.
Do not leave a stock just because it has gone up – ‘Let your winners run’. We often notice that some investors refrain from investing in the stocks that have already gone up and increase the weightage of the stock that has not yet moved much thinking that since this stock has not moved it has a higher room to grow. While that might sound right intuitively, it definitely is not how the stock market works. By not investing in your winners and increasing your exposure in the laggards, you are essentially cutting out the flowers and watering the weeds. We strongly urge you to refrain from letting any form of bias affect your investment decision and to simply stick to the model sheet that we update regularly to generate the best returns.
Note: Model Portfolio is basically an information service and doesn’t take into account your personal financial situation or risk profile. Please consult SEBI Registered Investment Adviser before following or implementing the same partially or in totality.
If you are looking to build your Investment Fund through low risk stocks with potential for high gains, you can subscribe to premium memberships Alpha or Alpha + HERE
Research Analyst Details
Name: Ekansh Mittal Email Id: [email protected] Ph: +91 727 5050062
Details of Associates: Not Applicable
Analyst Certification: The Analyst certify (ies) that the views expressed herein accurately reflect his (their) personal view(s) about the subject security (ies) and issuer(s) and that no part of his (their) compensation was, is or will be directly or indirectly related to the specific recommendation(s) or views contained in this research report.
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 investors 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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