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Model Portfolio: 23% + return against -3.4% by NIFTY

Dear Sir, Hope you are doing well. We have been maintaining Alpha and Alpha + Model Sheets since 15th Aug’18 and would like to share with you our Performance card (as on 25th Sep’20). We believe the performance has been decent with absolute returns of over 23% (20-21.5% without interest) since 15th Aug’18 against -3% to -24.5% for major benchmark indices. The last 2-2.5 years have been really tough for the investors in general and therefore it feels good to have still delivered around 11% CAGR. The Model Sheet service…

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Acrysil Ltd – Interesting notes from Annual Report 2020

Dear Readers, We read several annual reports in a year and make notes for our reference.  We believe Annual Reports are one of the best documents to increase your understanding of the company. However, do keep in mind, such notes are mostly cut, copy and paste from the annual reports of the companies and are in no way a research report or a recommendation on the stock. Here are some interesting details from the Annual Report 2020 of Acrysil Ltd: General…

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[2011-2020]: Year Wise Stock Research Performance

Dear Sir, 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…

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Special Situation: Hexaware Technologies Delisting…Closed with 24% + gain

Dear Readers, We keep saying that besides long-term investment, one should also look at Special situation opportunities like delistings, buybacks, demergers, etc because in a lot of such cases the correlation with the markets is much lower and therefore such opportunities add stability to the portfolio and deliver additional gains. In line with the same philosophy, we would like to share with you details on Hexaware Technologies Delisting opportunity. We shared the same with Alpha + members. Hexaware Technologies delisting opportunity was shared with…

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