We continue to remain invested in high quality small and mid cap companies with strong fundamentals and increase allocation in these companies in case of fall in stock prices during ongoing market correction.We believe correction in market from current levels must be considered as a buying opportunity. We expect cyclical stocks with strong fundamentals will outperform going forward considering ease in interest rates, fall in crude oil prices and higher spending.
If we look at 2015, we find stock market extremely volatile as major indices - Sensex and Nifty made all time high in March this year and later corrected by more than 15%, sharp fall of more than 1600 points in Sensex on 24th Aug'15 created panic situation for many new investors without any cues and put them on back foot when it comes to investing in equities.
However, we continue to believe that ongoing corrections give great entry point to long term investors as they get an opportunity to add high quality companies with strong fundamentals at discounted price. High quality companies reporting 20-30% + annualized growth can deliver exceptional returns for the shareholders in long term. 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 and Sensex have given returns of 31.9%, where as our Wealth-Builder portfolio has given returns of 217.8% returns to our members.
We are glad to inform our readers that 6 stocks out of 16 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 16 have given returns in the range of 100% to 800% since 1st Jan'13. However, couple of stocks out of 16 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.
Note: Wealth-Builder portfolio update - Nov'15 was released yesterday (on 23rd Nov) and we have shared the same with our Wealth-Builder subscribers.
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Team - Saral Gyan