We short list our stocks based on our proprietary algorithm which helps us identify undervalued stocks with growth opportunities. From this short list, we eliminate a few companies that, we believe, are not transparent. We, then, use our subjective judgment to pick the final list of companies based on the state of economy, business cycles and stock market fancies.
We review and change our portfolio once in a quarter. We typically hold the investment for at least one year to take advantage of long term capital gains tax benefit. Any loss-making investments in our portfolios are sold off as soon as they go out of our model portfolio.
The following is a model portfolio for Rs.15,00,000. Our stock portfolios would look something like this.
|S.NO||Name of the Company||Date of Recommendation||Market Price||No. of shares||Investment amount|
|3||GE Power India||02-05-2017||651.55||153||1,00,000|
|10||Balrampur Chini Mills||02-05-2017||162.75||614||1,00,000|
|13||Seshasayee Paper and Boards||02-05-2017||712.35||140||1,00,000|
Disclaimer: We build portfolios for our clients who pay us for our advice. Our recommendations change from time-to- time. This model portfolio is purely for indicative purposes only and as such anything contained herein should not to be taken as an advice or recommendation to buy or sell any investment or interest thereto. It is important to note that the capital value of, and income from, any investment may go down as well as up and you may not get back the full amount invested.