We continue to remain invested in high quality small and mid cap companies with strong fundamentals and recently increased allocation in these companies considering significant fall in stock prices during this year. We believe severe correction in broader markets with significant fall in stock prices of small and mid caps is giving a wonderful opportunity to long term investors to build a diversified portfolio by investing in good companies backed by strong fundamentals at much lower prices. We expect cyclical stocks with strong fundamentals will outperform going forward considering reasonable valuations, stable crude oil prices and higher spending of middle class with rising disposable income.
Below are some of the major reasons of continuous downfall in small & mid cap stocks in 2018:
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, you can initiate your investments now. Below is the Wealth-Builder portfolio allocation and performance update 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 74.4%, Sensex returns is 75.8% where as our Wealth-Builder portfolio has given returns of 261.9% to our members.
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 as a continuous process to ensure that Wealth-Builder portfolio continue to outperforms major indices by wide margin.
Note: Wealth-Builder portfolio update - Nov 2018 will be released on 04 Nov'18 (before end of the day) and we will share the same with our Wealth-Builder members.
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|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. |
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