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.
- 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.
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
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
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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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