Please find below Performance Snapshot of Stocks recommended to our Premium members.
We started offering stock recommendations in 2011.
10 years is a long period and encapsulates both the good and the bad and therefore the best way to measure the performance is over longer periods than any particular period in time.
Note: This is not an investment advice and is a track record of research reports initiated by us. The performance data quoted represents past performance and does not guarantee future results.
|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_14th Mar_21
Highlights of our Investment Reports Research [2011-20] as on 14th Mar’21
- KW XIRR [2011-20] – 31.99% vs SENSEX XIRR [2011-20] – 12.47%
- 3 out of every 4 stocks recommended by us have delivered positive returns
- Max. return by a stock – 2,138%
- Avg. Return on Profitable Stocks – 230%
- Avg. Loss on Negative Stocks – 28%
- Significant out performance over SENSEX and other benchmark indices over the last 9 years
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