cagr – Katalyst Wealth

How to make the best use of Model Portfolio and match our returns?

July 19, 2021

Dear Investor, We started offering stock recommendations service in 2011. Further, in order to make it even simpler for our members, we started running a model portfolio from 15th Aug’18. Key Highlights: 1) 29% CAGR, 2) Major Out-performance over benchmark indices, 3) 15-20 Small-mid cap stocks in the portfolio at any point of time The journey so far has been full of learning and joy. We are now more thrilled than ever to perform even better and give our best…

How have we performed at Katalyst Wealth over the last 3 years?

June 17, 2021

Dear Investor, Hope you and your family is keeping well. Today, we would like to share with you an update on the performance of our Premium Subscriptions i.e. Alpha and Alpha + Model sheets as on 15th Jun’21. We started maintaining Model Sheets since 15th Aug’18 to compare our equity research performance against the benchmark indices and the performance has been decent with almost 100% return (27% CAGR) in around 2.8 years (34 months). We primarily focus on small and mid cap stocks as we are able to understand small and mid-sized businesses relatively better than large conglomerates. We have also…

Alpha + Model Portfolio – Up by 59% since 1st Jan’20

December 18, 2020

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 18th Dec’20). New/Returning Member Just a few days back we released our New Stock Recommendation for Premium Members. You can read about it HERE You can access latest Investment Reports, Special situation opportunities and Model sheet by opting for Premium Subscription at the following LINK We believe the performance has…