Stock Market Awareness Presentation by JainMatrix

Last week, JainMatrix Investments conducted a Stock Market Awareness Presentation for employees of an IT services company in Bangalore. The one hour session was meant to expose some of the basics of the stock market to new investors, as well as touch upon some advanced concepts to more experienced investors.

This initiative is a small attempt to help people develop the right attitude towards equity and stock markets. I have also tried to address the typical myths and misconceptions they have.

See some snaps from there: jainmatrix investment, equity awareness

In the conference room with the audience

With Mr Sudev Alampalli, the India Operations Head (center) of Snuvik Technologies, Ms Reena Serrao, a colleague (left) and me. 

Regards,

Punit Jain

JainMatrix Investments – Track Record

Outperformed all Mid and Small Cap Mutual Funds

Dear Investor,                                                                                                               31st May 2017

JainMatrix Investments is a premium Investment Service for Indian equity. We build wealth through equity asset appreciation over the long term. Its the best way to get great returns, lower costs and yet be in control of your own portfolio. Investors trust our advisory services for stock picks, tracking and personalized support.

We created two Model Portfolios over 4 years ago, with our best picks at that time. One is a Large Cap and one is a Mid and Small Cap Model Portfolio. We monitor these portfolios, removing underperformers and introducing new picks, to give investors a solid Core Portfolio of equity assets.

Today we reach a 52 month or 4 year, 4 months milestone, and share and update the Track Record for the JainMatrix Model Portfolios.

 ..

Performance Tracker

See the compilation of performance of the Model portfolios.
jainmatrix investments, model portfolios
.

Performance Description

The market has been positive since Jan 2017. Broadly in line with this, JainMatrix Investments continues to do well on its recommended model portfolios.
  • We have a portfolio universe of 50 stocks, the finest firms from our research over 3-4 years.
  • From this universe, we created 2 focused portfolios of 7 shares each – a Large Cap and a Mid & Small Cap portfolio

Mid and Small Cap Model Portfolio – MSC

  • The JainMatrix MSC Multi-bagger Model Portfolio gave 40.6% simple annualized returns over 51 months, compared to CNX Midcap (25.8%), S&P BSE Midcap (25.7%) and S&P BSE Smallcap (26.5%) over same period. It outperformed by 14.1% simple annualized.
  • In a similar way, on a CAGR basis the outperformance was 4.4%.
  • The best performing Mid or Small Cap mutual fund gave 35.2% returns in this period. We have outperformed 92+ mutual funds (Source Value Research).
  • Absolute performance levels have improved, and our portfolios offer the best way to invest in the current scenario.

Large Cap Model Portfolio – LC

  • The JainMatrix LC Retirement Model Portfolio gave 16.5% simple annualized returns over 52 months, compared to Sensex (13.8%) and Nifty (14.4%) over the same period. It outperformed by 2.1% simple annualized. On a CAGR basis the outperformance was 0.7%.
  • The best performing Large Cap Mutual Fund in this period gave 20.3% returns, out of 82+ funds. This portfolio is in the top 15% of these mutual Funds. (source Value Research).

Other Valuable Research – IPOs, Stock Ideas, Sector and Trend reports

  • In addition to the Model Portfolios, we also present new stock ideas, make IPO research reports and identify sectoral trends.
  • Our IPO reports have a high success rate and have helped identify winners. Subscribers also receive valuable Listing Day – buying range advise on IPO picks, so that they can take large positions, as allotments may be limited to 1-2 lots.
  • Our sectoral and economy notes help develop long term thinking after events like demonetization, budgets, etc.

Sign up for the JainMatrix Investment Service to take the right decisions, whatever the event, in your investing journey. ..

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JAINMATRIX KNOWLEDGE BASE 

See other useful public reports:

  1. IndiGo Airways – Flying High, Wide and Handsome
  2. Eicher Motors – It’s Firing on Both Engines
  3. Hudco IPO – Sector Uncertainties, AVOID
  4. S Chand IPO: An Educational Content Powerhouse
  5. Vikas Ecotech – Get ‘Vikas’ for your Investments
  6. CPSE ETF FFO 2 – An Energizing Offer – BUY
  7. Investment Notes – Euphoria
  8. Avenue Supermarts IPO: The Mart of Choice
  9. Bharat Electronics OFS

Search for companies/ sectors of your interest in Search box in the right panel.

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DISCLAIMERS

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. 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 is a registered Research Analyst and compliant with SEBI (Research Analysts) Regulations, 2014. Any questions should be directed to the director of JainMatrix Investments at punit.jain@jainmatrix.com.

JainMatrix Track Record Jan 5th 2017

Dear Investor,                                                                                                                       05th Jan 2017

JainMatrix Investments is a premium Investment Service for Indian equity. We build wealth with advise on direct equity purchases for the long term. Its the best way to get great returns, lower costs and yet be in control of your own portfolio.

We created two Model Portfolios nearly 4 years ago, with some good stock picks at the time. We have been monitored these companies, removing non performers and introducing new picks, to  give you two outstanding Model portfolios that are creating great wealth for subscribers.

Today we share and update on the Track Record for the JainMatrix Model Portfolios.

 ..

Performance Tracker

See the compilation of performance of the Model portfolios from JainMatrix Investments.
..

JainMatrix Investments

 ....

Performance Description

The market has been volatile in the last 3 months. However, JainMatrix Investments continues to do well on its recommended model portfolios.
  • We have a portfolio universe of 50 stocks, the finest firms from our research over 3-4 years.
  • From this universe, we created 2 portfolios of 7 shares each – a Large Cap and a Mid & Small Cap portfolio

Mid and Small Cap Portfolio 

  • The JainMatrix Mid & Small Cap Multi-bagger Model Portfolio gave 28% annualized returns over 46 months, compared to CNX Midcap (20%), S&P BSE Midcap (19.8%) and S&P BSE Smallcap (19.8%) over same period. It outperformed by 8.0% simple annualized. On a CAGR basis the outperformance was 2.8%.
  • The best performing Mid or Small Cap mutual fund gave 33.4% returns in this period. We are in the top 5% (source Value Research) of 78+ funds.
  • Absolute performance levels have fallen, but our portfolios offer the best way to invest in the current scenario.

Large Cap Portfolio 

  • The JainMatrix Large Cap Retirement Model Portfolio gave 15.7% annualized returns over 47 months, compared to Sensex (9.4%) and Nifty (9.8%) over the same period. It outperformed by 5.9% simple annualized. On a CAGR basis the outperformance was 2.5%.
  • The best performing Large Cap Mutual Fund in this period gave 17.2% returns, out of 150+ funds. This portfolio is again in the top 5% of these mutual Funds. (source Value Research).

Other Valuable Research – IPOs, Stock Ideas, Sector and Trend reports

  • In addition to Model Portfolios, we also research New stock Ideas, IPO offerings and sectoral trends
  • Our IPO reports have a high success rate and have helped identify winners. Subscribers also receive valuable Listing Day – buying range advise on IPO picks, so that they can take large positions, as allotments may be limited to 1-2 lots.
  • Our sectoral and economy notes help develop long term thinking after events like demonetization and other events.

Sign up for the JainMatrix Investment Service to take the right decisions, whatever the event, in your investing journey. ..

Subscribe NOW to get the best Investment Service

ClickOffering 

JAINMATRIX KNOWLEDGE BASE 

See other useful public reports:

  1. Why Stocks and Investment Outlook Dec 2016 – a Video
  2. Investment Outlook – Short Term Pain, Medium Term Gain
  3. The Natural Quotient: A Sustainability Metric for Business
  4. PNB Housing Finance IPO: A Transformed Lender
  5. Endurance Technologies IPO 
  6. ICICI Prudential Insurance IPO – An Expensive BUY
  7. GNA Axels IPO
  8. RBL Bank IPO 
  9. New Banks: Big Changes in Small Change 
  10. Equitas IPO – Leader in SF Banks
  11. Do you want to be a value investor?
  12. Mahanagar Gas IPO 
  13. How will Brexit impact Indian investors?
  14. A Repurpose for our PSUs
  15. How to Approach the Stock Market – A Lesson from Warren Buffet
  16. Thyrocare IPO – Wellness for your Wealth
  17. Announcement – SEBI approval as a Research Analyst
  18. Alkem Labs IPO
  19. Goods And Services Tax (GST): Integration And Efficiency
  20. Syngene IPO: Good Pharma R&D spinoff from Biocon

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DISCLAIMERS

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. 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 is a registered Research Analyst and compliant with SEBI (Research Analysts) Regulations, 2014. Any questions should be directed to the director of JainMatrix Investments at punit.jain@jainmatrix.com.

Happy New Year 2017 from JainMatrix Investments

Dear Reader,

Here’s wishing you a very Happy New Year 2017.

This year, we wish you –

Seasons Greetings and a very Happy New Year 2017

here’s wishing you serenity and peace this year.

Happy investing,

Punit Jain

JainMatrix Investments

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About the photo – I took this when I visited the Vembanad Lake, Kerala. Surely a serene spot ….

The Natural Quotient: A Sustainability Metric for Business

This Diwali, I would like to present readers with a new idea and food for thought:

Financial Sustainability: As an investor and equity analyst, our work is to understand and analyse companies. With 5-7 years data and history of performance of the firm, we try to look into the future for 2-3 years to see where the firm is going. When we look at the balance sheet, we try to see how strong it is today, and also in a multi-year context, if it is weakening or strengthening over time.

Another way of expressing this is to say that we analyse firms for their financial sustainability. Firms are created in an economic, legal and industry context, where they should comply with rules, while executing their strategy, business plans and operations. The pricing of the products or services is done by the firm in such a way that they are able to generate a profit after meeting all operating and establishment costs.

Natural Sustainability: However I notice a certain disconnect. Our business and economic context is not in step with our environment, natural resources and in general, nature. We are aware of problems in our environment such as water shortages, pollution of water and air, and non-decomposing waste. The weather is incrementally worsening year after year. Firms need to comply with environmental norms, but it seems as if even if they did, it is grossly inadequate. I believe that not enough is being done by all of us, both govt and consumers, for natural sustainability. This is not a problem that can be just handed off to the govt as their responsibility. We ourselves are the eventual victims. Firms need to not just be financially sustainable, but also Naturally Sustainable.

Let us step back and relook at things. If we look at an isolated forest or an uninhabited island, we find that nature balances out things in that environment. The local trees and plants that are suitable are able to grow. The animals consume plants and other smaller animals. They have a hierarchy that balances their numbers. Nature finds a way, and the various elements become one with nature.

The Challenge of, by, and for Humans: With human numbers growing and our usage of the environment to meet our needs, we have intervened in nature’s way. We are generating solid, liquid and gas waste and pollution that nature often cannot decompose and revive. Deforestation, water shortage, ocean acidity and global warming are the results. Air pollution is affecting day to day breathing in some cities.

While it is sufficient as a stock analyst in the business context for us to think of companies and make predictions for a 2-3 year period, in the environmental context we need to look out over a longer period. We can see that in 10-15 years many cities will be unliveable, and regions polluted. Nature’s fury, as seen in floods due to rains in Mumbai and Chennai, and due to cyclones in New Orleans and Fiji, will worsen, an unpredictable but very destructive effect. It’s getting hotter. Ice is melting. As aware consumers we need to stop this destruction.

Renewables are Natural: When it came to power generation, we have discovered that renewables are the way out. Fossil fuels have powered our devices and engines for many decades now, but at current numbers, the cost to the environment is huge. Renewables provide a kind of return to the natural way. Like to nature, the sun and the wind will power our energy needs, with minimal damage and pollution. Renewables coupled with electric powered vehicles and homes will complete the green cycle.

Similarly in other sectors, we need to quickly return to nature’s way. Companies, organizations and societies must treat sewage 100% before releasing it so there is zero poisoning. Water must be conserved. Effluent gases must be treated before release. Solid waste such as plastics must be decomposable or collected and recycled. The objective is zero waste, zero pollution, zero impact on environment.

The Cost of Natural and Natural Quotient Tax (NQT): Today when we pay for a product at a shop, we do not incorporate the full cost of this conservation, treatment and ecological aspects. Because many times, this is just not being done. Some products are directly damaging to the environment – eg. some plastics, dangerous gases, CFC, etc. Every fossil fuel based car is releasing gases and heat. Other companies have manufacturing processes and by-products that are damaging to the environment.

The solution is to classify every product on sale and add a Natural Quotient Tax (NQT). This fraction is a markup on MRP of the product.

  • So renewable power from solar panels would have a NQT of 1.0 (assuming the mfg process is also eco-friendly). So MRP (prior to analysis) X 1.0 would give an unchanged price.
  • However a damaging product such as a convenience plastic bag would have a quotient that includes the cost of collecting the waste bags after usage and recycling them or safe disposal. Either the firm undertakes the collection and recycling post usage, or takes responsibility by paying for it and ensuring it is done by an agency. The NQT here may (as example) be 6.0. So if the MRP was previously Rs 5, the NQT price for consumer would be 5X6 = Rs 30. (This is an option to banning the product).
  • The supply chain of mfg companies today extends from raw materials and component maker vendors to wholesale and retail. The NQ supply chain would encompass the raw material, resource and pollution monitoring of the raw material and component maker vendors (relevant for purchases) to self-monitoring, to tracking the product usage and disposal by customers.
  • Like Chartered Accountants for financials, NQ trained Accountants will have the task to calculate the NQT specific to a product, a division and the company. There may be people skilled in this, internal and external to corporates.
  • The GST format for tax collection, responsibility and sharing can be the format for allocation of NQT among suppliers and vendors.
  • In a B2B context, or even a multi consumer product context, once again the eco footprint of the company would be analysed to decide a flat NQT for the firm which has to paid annually. It may be left to the firm to generate and allocate the resources needed to pay NQT.
  • While different countries may have different attitudes to the NQT concept, it must first be implemented domestically in India and other concerned countries. As a next step it can be extended to exports and other countries.

It is not my objective to burden ourselves with another Tax. I think we need to pay a bearable amount now, rather than face massive hardship and unbearable pain in future. It is also vital for us to become sensitive to this issue. The Indian agencies initially only need to spread this concept and idea as a measure of Environmental Friendliness, even before implementing the actual NQT tax. The concerned firms and executives will be able to calculate the NQT and Pricing impact, for their own firms. This will itself help drive the necessary change in behavior into business. Companies are today concerned only with their business economics and profits, while complying with rules. However it’s time we took a longer time view, and also focus new products and human innovation on living in harmony with nature. It’s my firm belief that NQT incorporates carrots and sticks that will help change our collective behavior.

Lets be kind today, to ourselves

My family is celebrating a noise free Diwali this year. I hope that with our actions, future generations will also live in this safe environment.

Here’s wishing you a wonderful, prosperous, peaceful Diwali and year ahead.

Regards,
Punit Jain
Founder, JainMatrix Investments, www.jainmatrix.com 

To see more environment sensitive material, see:

  1. The 11th Hour (film)
  2. Before the Flood

JAINMATRIX KNOWLEDGE BASE 

See other useful reports:

  1. PNB Housing Finance IPO: A Transformed Lender
  2. Balmer Lawrie – Is Traveling Fast Now
  3. Endurance Technologies IPO 
  4. ICICI Prudential Insurance IPO – An Expensive BUY
  5. GNA Axels IPO
  6. L&T Technology Services IPO 
  7. RBL Bank IPO 
  8. New Banks: Big Changes in Small Change 
  9. Equitas IPO – Leader in SF Banks
  10. Dilip Buildcon IPO 
  11. Do you want to be a value investor?
  12. Mahanagar Gas IPO 
  13. How will Brexit impact Indian investors?
  14. A Repurpose for our PSUs
  15. How to Approach the Stock Market – A Lesson from Warren Buffet
  16. Thyrocare IPO – Wellness for your Wealth
  17. Announcement – SEBI approval as a Research Analyst

DO YOU FIND THIS SITE USEFUL?

  • Visit the Investment Service offering page to find how you can get more.
  • Register Now to get our Free reports and much more, on the top right of this page, or by filling this Signup Form CLICK.

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. Punit Jain is a registered Research Analyst 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.

JainMatrix Track Record May 3rd, 2016

Dear Investor,                                                                                                                       03rd May 2016

JainMatrix Investments is a premium Investment Service for Indian equity. We promote direct equity purchases for the long term. Its the best way to get great returns while being aware and in control of your own portfolio.
We created two model portfolios over 3 years ago. They capture our best stock picks and also our close monitoring of the stocks for changes in fundamentals.
Here’s our update on the Track Record of the JainMatrix Model Portfolios.
 ..

Performance Tracker

See the compilation of performance of the Model portfolios and the entire tracked Stock Universe from JainMatrix Investments.
 TrackRec_May2016
 * As per Value Research on 03rd May 2016.

Performance Description

The market has been volatile in the last 6 months. However, JainMatrix Investments continues to do well on its research portfolio.
  • We have a portfolio universe of 50 stocks, the finest firms chosen from our research over the last 3-4 years.
  • From this portfolio the top 10 companies have given an annualized return of 111.3%
  • We created 2 portfolios of 7 shares each – a Large Cap and a Mid & Small Cap portfolio

Mid and Small Cap 

  • The JainMatrix Mid & Small Cap Multi-bagger Model Portfolio gave 37.3% annualized returns over 38 months, compared to CNX Midcap (18.4%), S&P BSE Midcap (18.8%) and S&P BSE Smallcap (18.0%) over same period. It outperformed by 18.5%.
  • The best performing Mid or Small Cap mutual fund gave 40.5% returns in this period. Out of 94 MFs – 65 mid cap and 28 small cap, our portfolio is in the top 5 ( source Value Research).

Large Cap

  • The JainMatrix Large Cap Retirement Model Portfolio gave 16.1% annualized returns over 37 months, compared to Sensex (9.1%) and Nifty (9.4%) over the same period. It outperformed by 6.6%.
  • The best performing Large Cap Mutual Fund in this period gave 19.4% returns, out of 128 funds. This JMLC portfolio is in top 6 of these mutual Funds. (source Value Research).

Sign up for the JainMatrix Investment Service to take the right decisions, whatever the event, in your investing journey. ..

Subscribe NOW to get the best Investment Service

ClickOffering 

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Note that Equity investments are inherently risky. Take help from your ‘Investment Adviser’ before allocating funds for the equity asset class….

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