Hello Sir,

Hope you are doing well.

Today, we would like to share with you our Performance update as on 15th Nov’22.

We started providing stock research in 2011 and you can access all the recommendations and their performance by Clicking HERE

In 2018, we decided to start maintaining a Tracker Sheet. The purpose of the same was:

  • to share with our members as to how we would act on our research and
  • to compare our performance with benchmark indices on portfolio basis

We started maintaining the tracker sheet with a hypothetical amount of Rs 50 lakhs on 15th Aug’18. The value of the same on 15th Nov’22 was Rs 1.14 crore. It’s been 4 + years since then and below is the complete snapshot of the performance against benchmark indices.

Key Highlights

  • 128% + absolute return against 30-63% for benchmark indices in 4 years 3 months
  • 22% CAGR since 15th Aug’18 against 7-12% for indices
  • 39% CAGR for last 3 years (low base effect as markets were down in Nov’19)
  • 0 return in last 1 year vs 2% by NIFTY

If your focus is on long term wealth creation, you should invest only that money in stocks which you think you won’t need for the next 3-4 years or more.

It’s important to note here that we maintain tracker sheet only for the purpose of reference. Our members are free to act on our research based on their own conviction or the suggestion of their investment advisor.

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Recently, we released our latest Special situation opportunity for our Alpha + members.

For the latest special situation recommendation, the expected holding period is 3-4 months with maximum upside potential of 25% and margin of safety of around 20-25%. You can get it along with our other recommendations by subscribing HERE

 

Best Regards,

Ekansh Mittal
Research Analyst
Web: https://www.katalystwealth.com/

 

SEBI Research Analyst Registration No. INH100001690
Research Analyst Details
Name: Ekansh Mittal     Email Id: [email protected]    Ph: +91 727 5050062

Details of Associate: 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: http://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

This report is for the personal information of the authorized recipient and does not construe to be any investment, legal or taxation advice to you. Ekansh Mittal/Mittal Consulting/Katalyst Wealth is not soliciting any action based upon it. This report is not for public distribution and has been furnished to you solely for your information and should not be reproduced or redistributed to any other person in any form. This document is provided for assistance only and is not intended to be and must not alone be taken as the basis for an investment decision. Ekansh Mittal or any of its affiliates or employees shall not be in any way responsible for any loss or damage that may arise to any person from any inadvertent error in the information contained in this report. Neither Ekansh Mittal, nor its employees, agents nor representatives shall be liable for any damages whether direct or indirect, incidental, special or consequential including lost revenue or lost profits that may arise from or in connection with the use of the information. Ekansh Mittal/Mittal Consulting or any of its affiliates or employees do not provide, at any time, any express or implied warranty of any kind, regarding any matter pertaining to this report, including without limitation the implied warranties of merchantability, fitness for a particular purpose, and non-infringement.

The recipients of this report should rely on their own investigations. Ekansh Mittal/Mittal Consulting and/or its affiliates and/or employees may have interests/ positions, financial or otherwise in the securities mentioned in this report. Mittal Consulting has incorporated adequate disclosures in this document. This should, however, not be treated as endorsement of the views expressed in the report.

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Disclaimer: You can access it here – LINK