We continue to remain invested in good companies with strong fundamentals and already started shifting our focus from IT and pharmaceuticals to cyclic and domestic consumption companies which are expected to perform comparatively well in near future. We believe that stock market rally may continue with small corrections in stock market and these correction must be considered as a buying opportunity. We expect cyclical stocks will outperform in 2015 considering ease in interest rates, fall in crude oil prices and higher spending.
If we look at last year and first half of 2015, we find it as a good period for equity investors who invested in high quality companies reporting 20-30% + annualized growth as these companies got their due share of re-rating and delivered exceptional returns to the shareholders. Moreover, major indices corrected by more than 10% post all time high made in march this year giving opportunity to long term investors to buy quality companies with strong fundamentals at lower levels. In case you have not yet started building a portfolio of high quality and high growth stocks for long term wealth creation, please find below the Wealth-Builder portfolio allocation for your reference.
We believe, investing in Wealth-Builder portfolio with regular portfolio review from our end can help you achieve market beating and very good returns over a longer term and help you take care of yourself and your family needs, which ultimately lead to a healthy and wealthy life after retirement.
Since inception, our Wealth-Builder portfolio has outperformed Nifty and Sensex by wide margin. Since 1st Jan 2013, Nifty has given returns of 43.2%, Sensex returns is 43.6% where as our Wealth-Builder portfolio has given returns of 230.4% returns to our members.
We are glad to inform our readers that 6 stocks out of 15 in our Wealth-Builder portfolio have made new all time high in July'15 leaving highs of Sensex and Nifty behind. It also indicates that we are holding high quality small and mid caps with strong fundamentals and any correction in stock prices of these companies is considered as buying opportunities by investors. In terms of performance, 8 top performer stocks out of 15 have given returns in the range of 100% to 700% since 1st Jan'13. However, couple of stocks out of 15 were added in portfolio last year and this year. We continue to hold these stocks as we believe these companies are registering good growth every quarter and doing all the right things to continue delivering robust top line and bottom line with strong operating margins.
There were few laggards also which have not performed up to our expectations and we exited these stocks and allocated the available funds to other good investment opportunities to ensure that Wealth-Builder portfolio continue to outperforms major indices by wide margin.
IMP Note: Wealth-Builder portfolio update - July'15 will be released during this week (on or before 31st July) and we will share the same with our Wealth-Builder subscribers. As on date, we have total 15 stocks in our Wealth-Builder portfolio.
Wealth-Builder is our offline portfolio management service. Using Wealth-Builder, you can manage your portfolio like a professional.
Discounts & valuable freebies which make our 5th Anniversary special for all our readers are as under:
1. Maximum discount up to 30% on combo pack subscriptions
Below table indicates subscription services and discounted prices valid up to 31st July'15.
|5TH ANNIVERSARY OFFER|
|PAY ONLINE |
CARD / NET BANKING
|Hidden Gems||Rs. |
|Value Picks||Rs. |
|Combo 1: HG + VP + WB + 15%||Rs. |
|Combo 2: HG + VP + 15%||Rs. |
|Combo 3: HG + VP||Rs. |
|Combo 4: HG + 15%||Rs. |
|Combo 5: VP + 15%||Rs. |
In case of any queries related to Wealth-Builder, do write to us at email@example.com
Wish you happy & safe Investing.