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 market correction.We believe any major correction in current market must be considered as a buying opportunity. We expect cyclical stocks with strong fundamentals will continue to outperform going forward considering ease in interest rates, stable crude oil prices and higher spending.
If we look at last year, we find stock market extremely volatile, major indices - Sensex and Nifty corrected in Jan and Feb 2016 followed by sharp recovery of more than 25% during next 6 months from lows of Feb'16. Later again seen significant downside due to global as well as local factors like Trump winning US elections, demonetisation impact and increase in crude oil prices.
Sharp fall in stock prices last year in the month of January and February and later in November created panic situation for many new investors without any cues and put them on back foot when it comes to investing in equities. In the month of Feb'16, many investors were expecting further fall in stock market with indices testing new lows and hence remained on sidelines. However post union budget 2016, we witnessed strong rally across all broader indices as FII turned to be net buyers. This year also, we are experiencing similar upside in major indices.
Recent BJP victory in UP with the biggest margin in 37 years will set the markets to make new high during this week. The BJP landslide victory with clean sweep in UP and Uttarkhand gives further comfort for 2019’s Lok Sabha elections with high expectation of stable government for next seven years. Political stability is one of the most important factor for economic growth and development of any country, it not only give confidence to Investors but also allows government to implement various policies and reforms smoothly. This will augur well for Indian stock market in long term and hence we continue to remain bullish on Indian equities.
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.
Since inception, our Wealth-Builder portfolio has outperformed Nifty and Sensex by wide margin. Since 1st Jan 2013, Nifty has given returns of 50.1%, Sensex returns is 47.8% where as our Wealth-Builder portfolio has given returns of 290.1% to our members.
In terms of performance, 8 top performer stocks out of 16 of Wealth-Builder portfolio have given returns in the range of 75% to 700% since 1st Jan'13 that too when many of these stocks out of 16 were added in portfolio during last couple of years. Moreover, 8 stocks out of 16 have made 52 week high / all time high recently. 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 - March 2017 will be released by end of the day today, 13th Mar'17 and we will share the same with our Wealth-Builder members.
Wealth-Builder is our offline portfolio management service. Using Wealth-Builder, you can manage your portfolio like a professional.
Click here to subscribe to Wealth-Builder online. Subscribe now and we will ensure that you receive our Wealth-Builder portfolio - Mar'17 update once it is released by end of the day today.
We are pleased to inform you that you can avail great savings and valuable freebies under Saral Gyan Holi Dhamaka Offer 2017. 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 20th March'17 only)
2. Hidden Gems Flash Back Report - To be released in March 2017
3. Value Picks Flash Back Report - To be released in April 2017
4. Existing Equity Portfolio Health Check Up (under Wealth-Builder subscription)
5. Saral Gyan eBook - "How to Grow your Savings?" worth Rs. 599 for Free.
Below table indicates subscription services and discounted prices valid up to 20th March'17.
HOLI DHAMAKA OFFER 2017
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 pack 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.
Hurry! Offer is for limited period and will close on 20th March'17 at 11.59 pm.
Do contact us in case of any queries, we will be delighted to assist you.
Team - Saral Gyan