We are pleased to inform you that our team has released Portfolio of 14 Small and Mid Cap Stocks which are expected to do well and can give better returns on your investments in 2014. We are confident that these carefully selected stocks can outperform major indices like Sensex, Nifty, BSE Mid Cap and BSE Small Cap. Portfolio of 14 Small & Mid Cap Stocks for 2014 has been mailed to all Hidden Gems, Value Picks & Wealth-Builder subscribers.
Its time to also review our Portfolio of 13 for 2013 released by our team on 1st Jan 2013, we are glad to share that our portfolio of 13 mid and small cap stocks have outperformed BSE Mid Cap and Small Cap Index by 22.0% and 26.4% respectively. Mid Cap index has given -6.4% (7,198 on 1st Jan'13 to 6,737 on 1st Jan'14) and Small Cap Index has given -10.8% (7,453 on 1st Jan'13 to 6,649 on 1st Jan'14) returns during the year where as Saral Gyan Portfolio of 13 mid and small cap stocks for 2013 have outperformed both indices giving absolute returns of +15.6% in same period.
Performance update of our 13 mid and small cap stocks of 2013 since 1st Jan 2013
Star performer of our portfolio was Aurobindo Pharma giving returns of 102.6% followed by Cera Sanitaryware (71.9%) and Kewal Kiran Clothing Ltd (65.7%) where as laggards were Sanghvi Movers (-50.5%) and Mangalam Cement (-37.7%). Despite being 2013 a tough year for small and mid cap index, our portfolio of 13 stocks of 2013 has given positive returns of 15.6% to our members.
Our team has reviewed all 13 stocks of 2013 portfolio and made necessary changes suggesting 14 small & mid cap stocks for 2014. Few stocks of 2013 are carried forward to 2014 portfolio along with some exits and some new stock additions in 2014 portfolio.
Saral Gyan Portfolio of 13 Small & Mid Caps for 2013 Report: Click here to Download
Our selection process includes lot of research and data analysis. We first identify the sectors that are likely to do well in next 12 months. Having that done, we further refine our search to select companies from that sector. We create a portfolio worth Rs. 1 Lakh comprising 14 stocks so that it can help investors to create a model portfolio with lump sum investment upto 1 Lakh.
We have given the different allocation to each of the scrips keeping in mind the risk versus returns ratio. We have also fine tuned the portfolio with mid-cap and small cap scrips from different sectors so that the investors can invest in a complete mix of stocks to balance their portfolio. Saral Gyan Portfolio of 14 for 2014 includes best of Hidden Gems and Value Picks recommended by our equity analyst’s team during last couple of years.
We continue to follow our simple but effective approach by evaluating each stock on the basis of below mentioned criteria’s.
Team - Saral Gyan.