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 has given returns of 32.2%, Sensex returns is 32.0% where as our Wealth-Builder portfolio has given returns of 229.7% returns to our members.
We are glad to inform our readers that 4 stocks out of 15 in our Wealth-Builder portfolio have made new all time high in Nov'15 or Dec'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, 7 top performer stocks out of 15 have given returns in the range of 100% to 800% 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.
Note: Wealth-Builder portfolio update - Dec'15 will be released during this week (on or before 27th Dec'15) and we will share the same with our Wealth-Builder subscribers.
Wealth-Builder is our offline portfolio management service. Using Wealth-Builder, you can manage your portfolio like a professional.
We are pleased to inform that we are celebrating this festive season by offering maximum benefit to our members. You can avail discounts up to 30% and valuable freebies on our subscription services under our Merry Christmas - Happy New Year 2016 offer. Subscribe to our services and get rewarded by making educated investment decision in equities.
Attractive discounts & valuable freebies which make our offer special for our readers are as under:
1. Discount up to 30% on combo pack subscription (valid up to 31st Dec'15 only)
2. Portfolio of 10 Small & Mid Cap Stocks for 2016 (to be released on 1st Jan'16)
3. Hidden Gems Flash Back Report - 2015 (to be released by end of this year)
4. Saral Gyan eBook - "How to Grow your Savings?" worth Rs. 599 for Free.
Below table indicates subscription services and discounted prices valid up to 31st Dec'15.
|CHRISTMAS NEW YEAR 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. |
Simply choose the subscription service / combo subscription you would like to opt and click on SUBSCRIBE! link in above table to make online payment using your debit / credit card or net banking facility. In case if you are not comfortable in making online payment, click here to know about our other payment options and bank details.
Do contact us in case of any queries, we will be delighted to assist you.
Wish you happy & safe Investing.
Team - Saral Gyan