model portfolio

Model Portfolio: Feb’20 performance update…Down but outperforming benchmark indices

Dear Sir, Hope you are doing well. We are glad to share that broader markets seem to have bottomed out and have started recovering. As mentioned in our 15th Jul’19 article (LINK), Jul-Aug 2019 proved to be a great time for one to be greedy than fearful and we believe despite the 10-15% run up since then, small and mid-cap space should continue to be the good hunting ground for potential long-term investment opportunities. Someone very rightly said, ‘instead of…

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Model Portfolio: Oct’19 Performance update…the good and the bad both

Dear Sir, After successfully providing stock recommendations for 7 years, we rolled out Model Portfolio service on 15th Aug’18 and below we have shared with you the performance of the same. I have got some bad news and some good news. The bad news is that in the last 14 months our model portfolio is down a few per cent age points; the good news is that we have performed much better than the overall markets and on the back…

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Some often asked queries by members

Dear Sir, Hope you are doing well. In this mail, for the benefit of all the readers, we are sharing replies on some often-asked queries by members.   Recommended stocks have corrected in the last 1 year – To put things in perspective: Since Aug’18 the Alpha model portfolio is down 12.84% and if we include the interest on surplus cash, the portfolio will be down only around 11%. For the same period mid cap index is down 17.5%, SENSEX is…

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