JainMatrix Track Record Jan 27th

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JainMatrix Investments celebrates 2 years of the launch of the Model Portfolios with this update. The quality of equity research from us is reflected in these ready portfolios that have provided fabulous returns. They have outperformed the comparable mutual funds. 

In Jan 2015, there is the return of a feeling of excitement. The budget will be on Feb 28; Obama has visited us on R-Day, the RBI has started reducing interest rates and Europe has started a quantitative easing plan of their own. The only dark clouds in the sky are Ordinances and Greece. Watch this space. 

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27th Jan 2015

Dear Investor,

JainMatrix Investments is a premium Investment Service for Indian equity. It’s independent, honest and direct. And sharply focused on Investor Returns.

Portfolios Performance

  • JainMatrix Investments announces an excellent performance of its research portfolio. The Top Ten stocks’ annualized returns came to 129.8% on 22nd Jan 2015, compared to 131.6% on 3rd Dec 2014. There is visible a certain cooling off in Mid and Small Caps, and a heating up of Large Caps.
  • These Top Ten are from a total portfolio of 49 stocks/1 ETF, which is our portfolio universe.
  • The Large Cap Model Portfolio has stayed well ahead of the benchmarks. See Chart below also.
    • The annualized return was 29.3% for the 7 stocks, bettering the indices of Sensex 24% and Nifty 23.5% over 25 months.
    • The best performing large cap mutual fund over this period provided 28.9% annualized returns, calculated on Value Research website on 22nd Jan 2015.
  • The Mid & Small Cap Model Portfolio continues its aggressive out-performance.
    • It gave an annualized return of 93.9% for the 7 stocks, better than indices of CNX Midcap 29.1%, BSE Midcap 28.3% and S&P BSE Smallcap 32.7% over 24 months.
    • The best performing Mid & Small Cap mutual fund over this period provided 55.8% annualized returns, per Value Research website on 22nd Jan 2015.

Investment Outlook

The investment outlook looks quite good.
Positives:
  • The budget will be on Feb 28, but we may actually get a dose of reform even before this date.
  • The RBI has started reducing interest rates, and the Banking & Financial Services sector is loving it !!
  • Obama has visited us on R-Day, and this may help resolve a lot of diplomatic and economic roadblocks.
  • Europe started a quantitative easing plan of their own, and chances of more FII money flowing into India are high.

Challenges:

  • The new government at the Center needs to convert ordinances into Laws or amendments to give Industry confidence.
  • The Greece situation looks uncertain and an exit from Europe could add uncertainty to the international outlook.
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Performance Tracker

See the compilation of performance of the Top Ten stocks and Model portfolios from JainMatrix Investments.
TrackRec_Jan2015_2
 * As per Value Research on 22nd Jan 2015
Revert to me using the Contact Form – FORM if you would like to know more.

How is this performance calculated?

Report of 4th Dec 2013

Here is an older calculation table, done on 4th Dec 2013. It contains 8 Buys and 2 Sells. A Sell call based on fundamentals is very valuable, and investors may exit/ short trade based on this.
I share with you the data of the share prices on the day of reporting and today (4th Dec 2013). My top ten picks had an annualized returns of 73.2%, as on 4th Dec 2013. See for yourself.
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Stock Call  Report  Date Price on Call Price on  4:12:13 Abs. % Price Change Days since Call Annual -ized Return Reports published on website
1 ABC Buy 12:6:13 400 693 73 172 155
2 DEF Buy 7:8:13 116 164.8 42 117 131
3 GHI Buy 6:9:13 238 282.3 19 88 77
4 JKL Sell 15:1:13 56.9 16.75 -71 319 71
5 MNO Buy 31:1:12 723 1460 102 664 56
6 PQR Sell 26:6:12 90.3 42 -53 518 53
7 STU Buy 18:4:12 1091 2000 83 586 52
8 VW Buy 4:2:13 131 185 42 300 51
9 WX Buy 1:6:12 225 393 75 543 50
10 YZ Buy 7:7:12 576 857 49 507 35
  • The average Annualized Return from above 10 stocks is 73.2%.
  • * – these are absolute returns on Sell calls.
  • Also we only include firms in our portfolio 90 days after publishing the report, to avoid errors from short-term price movements.
Note that Equity investments are inherently risky. Take help from your ‘Investment Adviser’ before allocating funds for the equity asset class.

Investment Approach 

  • We research stocks based on their fundamentals including financials, industry prospects, management, etc.
  • We cannot assume that these stocks above will give you similar returns in future. Past performance is no guarantee of future results. Some volatile stocks have moved within months from the top to negative returns.
  • Much more important than past share price performance is the stability and quality of the businesses, their management, cash flows, etc. As these will reflect in the future share price.
  • These are captured in the JainMatrix Investments recommended portfolios such as the Large Cap Portfolio 2014the Mid Cap Portfolio 2014 and the Post Elections Investment Seven. These model portfolios align your investments and risk appetite to get appropriate gains.
  • The JainMatrix Investment Advisory Service is available for a subscription fee.
  • JainMatrix Investment is an independent research firm, with business income only from customer subscriptions, not transactions, and with no links to corporates.  This helps us stay focused on quality Research !!

JainMatrix Investment Advisory Service is available for an annual Subscription. 

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Contact

  • Ask for a call back by filling FORM
  • Register Now to get our Free reports and much more, on the top right of this page, or by filling this Signup Form CLICK.

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