Performance Snapshot

At Katalyst Wealth, we firmly believe in the idea of wealth creation and achieving financial independence using the Power of Equities.

We just love digging up unidentified, undiscovered small-mid cap stocks with great potential for wealth creation.

For the same we put in countless hours of research, due-diligence, discussions and focus on the key aspects of nature of business, management quality, financial performance and most importantly the valuations at which we are getting the business.

We understand the fact that when investing in stocks there are bound to be mistakes, and that’s why our philosophy is to position ourselves to be lucky.

We do so by looking for low-risk Investment opportunities with significant potential for gains. The idea is to lose little in the ones that go wrong against significant gains in the right ones.

In the process, we end up sharing good stock recommendations with our members.

Track Record

wdt_ID Years XIRR Katalyst XIRR SENSEX Avg. Return Katalyst Avg. Return SENSEX

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_4th May_21

 

Highlights of our Investment Reports Research [2011-20] as on 4th May’21

  1. 3 out of every 4 stocks recommended by us have delivered positive returns
  2. Max. return by a stock – 1,994%
  3. Avg. Return on Profitable Stocks – 221%
  4. Avg. Loss on Negative Stocks – 26%

The above snapshot captures returns delivered by the stocks based on the calendar year in which they were initiated.

XIRR return for Katalyst Wealth stocks and SENSEX is calculated assuming equal amounts invested in all the initiated stocks (at the time of initiation) and SENSEX on the date of the initiation. XIRR is a better indicator of the performance than Avg. Return (especially over longer periods) as XIRR takes into account the timing of both the buying and the selling of the stock.

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 15 stocks under research, not all 15 will do well. But if 10 do well over longer run, the gains from those 10 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).

To know more about our Stock research services, check out the following page – LINK 

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