Category: Marketing

Pitfalls – Rule #1 – Overinvesting in a single stock

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JainMatrix Investments shares Pitfalls – Rule #1 in the video below

Dear Investor,

In my Research Analyst advisory practice, I often found that investors can fall in love with a particular stock, and overinvest in it, rather than taking a basket or portfolio approach. This exposes investors to this risk.

In the equity markets, there is always a small probability that any one company can be negatively affected by an unexpected event. It could be a business cycle downturn. It could be a fire in a factory. It could be raising of interest rates by RBI. Or a random or unpredictable event. Some examples of sudden falls can include Yes Bank, IL&FS Ltd., Vakrangee Ltd, Future Retail, etc. These companies suffered a sudden fall in recent years, and surprised many investors, sometimes after many years of doing very well.

The hedge against this for an investor is, to invest in a basket or portfolio of stocks at a time.

Over a period of time this basket or portfolio may have widely different results in terms of individual performances. Some shares may appreciate very well, while others stay flat or worse. But at least the single stock investment risk is not there.

If chosen well, this investment in a group of stocks can be a great step in your wealth building process.

Here’s where JainMatrix Investments services can help you. To find out more reach out to us on

Contact Us

Or explore on this website

Offerings

Comment, leave a reply below, and like and share this post with your friends.

Join us for a Q&A session on 03rd June. Register for this on https://forms.gle/ZPsHbz8h6dfVE99u8

Regards, Punit Jain

DISCLAIMER

This document has been prepared by JainMatrix Investments Bangalore (JM), and is meant for use by the recipient only as information and is not for circulation. This document is not to be reported or copied or made available to others without prior permission of JM. It should not be considered or taken as an offer to sell or a solicitation to buy or sell any security. The information contained in this report has been obtained from sources that are considered to be reliable. However, JM has not independently verified the accuracy or completeness of the same. This is a marketing collateral. The securities quoted here are for illustration only and are not recommendatory. Neither JM nor any of its affiliates, its directors or its employees accepts any responsibility of whatsoever nature for the information, statements and opinion given, made available or expressed herein or for any omission therein. Recipients of this report should be aware that past performance is not necessarily a guide to future performance and value of investments can go down as well. The suitability or otherwise of any investments will depend upon the recipient’s particular circumstances and, in case of doubt, advice should be sought from an Investment Advisor. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Punit Jain is a registered Research Analyst under SEBI (Research Analysts) Regulations, 2014. Registration granted by SEBI, and certification from NISM in no way guarantee performance of the RA or provide any assurance of returns to investors. JM has been publishing equity research reports since Nov 2012. Any questions should be directed to the director of JainMatrix Investments at punit.jain@jainmatrix.com. Name of the RA as registered with SEBI – Punit Jain, SEBI Registration No. INH200002747.

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Pitfalls – Rule #1 – Overinvesting in a single stock

Leave a comment

In my Research Analyst advisory practice, I often found that investors can fall in love with a particular stock, and overinvest in it, rather than taking a basket or portfolio approach. This exposes investors to this risk.

In the equity markets, there is always a small probability that any one company can be negatively affected by an unexpected event. It could be a business cycle downturn. It could be a fire in a factory. It could be raising of interest rates by RBI. Or a random or unpredictable event. Some examples of sudden falls can include Yes Bank, IL&FS Ltd., Vakrangee Ltd, Future Retail, etc. These companies suffered a sudden fall in recent years, and surprised many investors, sometimes after many years of doing very well.

The hedge against this for an investor is, to invest in a basket or portfolio of stocks at a time.

Over a period of time this basket or portfolio may have widely different results in terms of individual performances. Some shares may appreciate very well, while others stay flat or worse. But at least the single stock investment risk is not there.

If chosen well, this investment in a group of stocks can be a great step in your wealth building process.

Here’s where JainMatrix Investments services can help you. To find out more reach out to us on

Contact Us

Or explore on this website

Offerings

Join us for a Q&A session on 03rd June. Register for this on https://forms.gle/ZPsHbz8h6dfVE99u8

DISCLAIMER

This document has been prepared by JainMatrix Investments Bangalore (JM), and is meant for use by the recipient only as information and is not for circulation. This document is not to be reported or copied or made available to others without prior permission of JM. It should not be considered or taken as an offer to sell or a solicitation to buy or sell any security. The information contained in this report has been obtained from sources that are considered to be reliable. However, JM has not independently verified the accuracy or completeness of the same. This is a marketing collateral. The securities quoted here are for illustration only and are not recommendatory. Neither JM nor any of its affiliates, its directors or its employees accepts any responsibility of whatsoever nature for the information, statements and opinion given, made available or expressed herein or for any omission therein. Recipients of this report should be aware that past performance is not necessarily a guide to future performance and value of investments can go down as well. The suitability or otherwise of any investments will depend upon the recipient’s particular circumstances and, in case of doubt, advice should be sought from an Investment Advisor. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Punit Jain is a registered Research Analyst under SEBI (Research Analysts) Regulations, 2014. Registration granted by SEBI, and certification from NISM in no way guarantee performance of the RA or provide any assurance of returns to investors. JM has been publishing equity research reports since Nov 2012. Any questions should be directed to the director of JainMatrix Investments at punit.jain@jainmatrix.com. Name of the RA as registered with SEBI – Punit Jain, SEBI Registration No. INH200002747.

Celebrating 10 years, and a look at Pitfalls

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Dear Investor,

At JainMatrix Investments, I am happy to announce we have completed 10 years as a Research Analyst company. (we did get the RA certification in 2016, when the norms kicked in, but were practicing from earlier).

On this occasion, the best thing I can share with you, dear investor, are my learnings from the profession. Just like any equity investor in India, over the last decade we have seen upcycles and downcycles. The USA real estate crash of 2008 and the 2014 euphoria of Indian elections. Demonetization of 2016. The covid collapse of 2020 and the IT sector excitement of 2021. Add to this company and industry specific up and down cycles.

Survival and even success through these periods has been based on learnings of what to do, and also not do on our investment portfolio. The latter can be called as Pitfalls.

In this campaign, we will share with you the Pitfalls you must avoid in order to succeed as an investor. These are the rules I thought of, realized were required, experimented with and against, and finally established as a Gold Standard Rule. I would recommend every single individual investor to follow these, to get a better chance of success.

In wealth management as well as in Direct Equity investments, these Rules must be followed.

Here is Rule #1 from this Pitfalls Campaign from JainMatrix Investments.

Here’s to your profitable investing.

Join us for a Q&A session on 03rd June. Register for this on https://forms.gle/ZPsHbz8h6dfVE99u8

Regards, Punit Jain

DISCLAIMER

This document has been prepared by JainMatrix Investments Bangalore (JM), and is meant for use by the recipient only as information and is not for circulation. This document is not to be reported or copied or made available to others without prior permission of JM. It should not be considered or taken as an offer to sell or a solicitation to buy or sell any security. The information contained in this report has been obtained from sources that are considered to be reliable. However, JM has not independently verified the accuracy or completeness of the same. This is a marketing collateral, and there is no stock mentioned here, no price target here, or even a recommendation of BUY / HOLD / SELL. Neither JM nor any of its affiliates, its directors or its employees accepts any responsibility of whatsoever nature for the information, statements and opinion given, made available or expressed herein or for any omission therein. Recipients of this report should be aware that past performance is not necessarily a guide to future performance and value of investments can go down as well. The suitability or otherwise of any investments will depend upon the recipient’s particular circumstances and, in case of doubt, advice should be sought from an Investment Advisor. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Punit Jain is a registered Research Analyst under SEBI (Research Analysts) Regulations, 2014. Registration granted by SEBI, and certification from NISM in no way guarantee performance of the RA or provide any assurance of returns to investors. JM has been publishing equity research reports since Nov 2012. Any questions should be directed to the director of JainMatrix Investments at punit.jain@jainmatrix.com. Name of the RA as registered with SEBI – Punit Jain, SEBI Registration No. INH200002747.

IRCTC – Equity Research Report from JainMatrix Investments

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Here is a small video from Punit Jain of JainMatrix Investments.

We have published a report on IRCTC. Its a valuable report, with a discussion around revenue segments, outlook, 3 year financial projections and a May 2025 Price Target.

Disclaimer

This document has been prepared by JainMatrix Investments Bangalore (JM), and is meant for use by the recipient only as information and is not for circulation. This document is not to be reported or copied or made available to others without prior permission of JM. It should not be considered or taken as an offer to sell or a solicitation to buy or sell any security. The information contained in this report has been obtained from sources that are considered to be reliable. However, JM has not independently verified the accuracy or completeness of the same.

This is a marketing collateral, and there is no price target here, or even a recommendation of BUY / HOLD / SELL.

Neither JM nor any of its affiliates, its directors or its employees accepts any responsibility of whatsoever nature for the information, statements and opinion given, made available or expressed herein or for any omission therein. Recipients of this report should be aware that past performance is not necessarily a guide to future performance and value of investments can go down as well. The suitability or otherwise of any investments will depend upon the recipient’s particular circumstances and, in case of doubt, advice should be sought from an Investment Advisor. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Punit Jain is a registered Research Analyst under SEBI (Research Analysts) Regulations, 2014. Registration granted by SEBI, and certification from NISM in no way guarantee performance of the RA or provide any assurance of returns to investors. JM has been publishing equity research reports since Nov 2012. Any questions should be directed to the director of JainMatrix Investments at punit.jain@jainmatrix.com. Name of the RA as registered with SEBI – Punit Jain, SEBI Registration No. INH200002747.

IRCTC – Equity Research Report from JainMatrix Investments

Leave a comment

We have published a report on IRCTC. Its a valuable report, with a discussion around revenue segments, outlook, 3 year financial projections and a May 2025 Price Target.

Disclaimer

This document has been prepared by JainMatrix Investments Bangalore (JM), and is meant for use by the recipient only as information and is not for circulation. This document is not to be reported or copied or made available to others without prior permission of JM. It should not be considered or taken as an offer to sell or a solicitation to buy or sell any security. The information contained in this report has been obtained from sources that are considered to be reliable. However, JM has not independently verified the accuracy or completeness of the same.

This is a marketing collateral, and there is no price target here, or even a recommendation of BUY / HOLD / SELL.

Neither JM nor any of its affiliates, its directors or its employees accepts any responsibility of whatsoever nature for the information, statements and opinion given, made available or expressed herein or for any omission therein. Recipients of this report should be aware that past performance is not necessarily a guide to future performance and value of investments can go down as well. The suitability or otherwise of any investments will depend upon the recipient’s particular circumstances and, in case of doubt, advice should be sought from an Investment Advisor. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Punit Jain is a registered Research Analyst under SEBI (Research Analysts) Regulations, 2014. Registration granted by SEBI, and certification from NISM in no way guarantee performance of the RA or provide any assurance of returns to investors. JM has been publishing equity research reports since Nov 2012. Any questions should be directed to the director of JainMatrix Investments at punit.jain@jainmatrix.com. Name of the RA as registered with SEBI – Punit Jain, SEBI Registration No. INH200002747.

IEX – Indian Energy Exchange

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‘Indian Energy Exchange is India’s premier energy marketplace, providing a nationwide automated trading platform for the physical delivery of electricity, renewables, and certificates.’ – from IEX website.

  • Did you know, the IEX share has gained 4X in the last one year?
  • See IEX on MoneyControl.
  • Waaat? Why? How?
  • It is at a PE of 104 times today, per MoneyControl.
  • Is it a good investment today? Should I just ignore the stock? Or is it time to exit my IEX holdings?

JainMatrix Investments has just published a report covering all this and more.

Sign up with us for an annual subscription, to receive this report.

PRICING AND PAYMENT OPTIONS

Disclaimer:

This document has been prepared by JainMatrix Investments Bangalore (JM), and is meant for use by the recipient only as information and is not for circulation. This document is not to be reported or copied or made available to others without prior permission of JM. It should not be considered or taken as an offer to sell or a solicitation to buy or sell any security. The information contained in this report is marketing collateral. We have not expressed any opinion in this marketing collateral so there is no need for disclosures on IEX. Neither JM nor any of its affiliates, its directors or its employees accepts any responsibility of whatsoever nature for the information, statements and opinion given, made available or expressed herein or for any omission therein. Recipients of this report should be aware that past performance is not necessarily a guide to future performance and value of investments can go down as well. The suitability or otherwise of any investments will depend upon the recipient’s particular circumstances and, in case of doubt, advice should be sought from an independent expert/advisor. Punit Jain has applied for certification under SEBI (Research Analysts) Regulations, 2014. Any questions should be directed to the director of JainMatrix Investments at punit.jain@jainmatrix.com.

New into Equity Markets? Consider the Large Cap Portfolio from JainMatrix

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  • The Large Cap Model Portfolio was created 8 years 9 months ago
  • Its a concentrated 7 company portfolio of Blue Chip, well known and well respected large caps
  • This portfolio has done very well over this period, doing better than the Sensex and Nifty indices
  • There have been only 6 changes in the portfolio in this period so we have a stable approach
  • We have just Reviewed this portfolio on 04th Oct – get this New Report
  • If these are your first steps into Indian equity investing, we suggest you start with this safe portfolio
  • See Track Record for performance details
  • See Pricing and Payment for details, ask for the special October Large Cap only pricing.
  • Contact us to start, ask for the special October Large Cap only pricing.

DISCLAIMER

This service and related documents have been prepared by JainMatrix Investments Bangalore (JM), and is meant for use by the recipient only as information and is not for circulation. These documents are not to be reported or copied or made available to others without prior permission of JM. It should not be considered or taken as an offer to sell or a solicitation to buy or sell any security. Neither JM nor any of its affiliates, its directors or its employees accepts any responsibility of whatsoever nature for the information, statements and opinion given, made available or expressed herein or for any omission therein. Recipients of this report should be aware that past performance is not necessarily a guide to future performance and value of investments can go down as well. The suitability or otherwise of any investments will depend upon the recipient’s particular circumstances and, in case of doubt, advice should be sought from an Investment Advisor. Punit Jain is a registered Research Analyst (SEBI Registration No. INH200002747) under SEBI (Research Analysts) Regulations, 2014. JM has been publishing equity research reports since Nov 2012. Any questions should be directed to the director of JainMatrix Investments at punit.jain@jainmatrix.com.