Tag: Equity Portfolio

JainMatrix Track Record Jan 27th

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JM logo Nov12_V5

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.
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

Click – Offering 

..

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.
..
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 2014, the 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. 

Subscribe NOW to get the best Investment Service

Click – Offering 

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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JainMatrix Track Record Aug 8th

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JM logo Nov12_V5

JainMatrix Investments has provided investors with great returns on equity investments. There is a certain sobering of the mood at the exchanges, after the Indian elections and budget excitement. Sign up with us to get the long-term perspective. 

 

Subscribe NOW to get the best Investment Service

Click – Offering 

08th August 2014

Dear Investor,
JainMatrix Investments is a premium Investment Service for Indian equity. It’s independent, honest and direct. And sharply focused on Investor Returns.
  • JainMatrix Investments announces a continued excellent performance of its research portfolio. The Top Ten stocks’ annualized returns came to 159% on 8th Aug 2014, compared to 195.7% on 4th July 2014. This is to be expected after the amazing, but unsustainable run we had till the government budget.
  • These Top Ten are from a total portfolio of 48 stocks and 1 ETF, which have together appreciated at an annualized rate of 58.6% over an average period of 20 months.
  • The Large Cap Model Portfolio has pulled ahead of the benchmarks. The annualized return was 20.4% for the 7 stocks, bettering the indices of Sensex 19.1% and Nifty 17.7% over 19 months.
  • The Mid & Small Cap Model Portfolio continues its aggressive out-performance with an annualized return of 97% for the 7 stocks, better than indices of CNX Midcap 19%, BSE Midcap 20% and S&P BSE Smallcap 27% over 18 months.
This is a time of some resetting of expectations. Some amount of pause and catching of breath. Those who have been waiting on the sidelines, can now look to enter the market. It is definitely a wonderful time to be in the market, and also a great time to be a subscriber of JainMatrix Investments.
The budget is, in my opinion, a first small salvo from the new government. They have shown some good intent now, and will have ample opportunities to revive the policies and governance in the economy over the next 6 months till the 2015 budget.
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

Click – Offering 

..

Performance Tracker

See the compilation of performance of the Top Ten stocks and Model portfolios from JainMatrix Investments.
   
TrackRec_Aug
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 entire data – the research on these companies, the share prices on the day of reporting and today. My top ten picks had an annualized returns of 73.2%, as on 4th Dec 2013. See for yourself.
..
Stock Call  Report  Date Price on Call Price on  4:12:13 Abs. % Price Change Days since Call Annual -ized Return Click for Report
1 Mindtree Buy 12:6:13 400 693 73 172 155 Mindtree
2 BHEL Buy 7:8:13 116 164.8 42 117 131 BHEL
3 Balkrishna Buy 6:9:13 238 282.3 19 88 77 Balkrishna
4 ArshiyaInt* Sell 15:1:13 56.9 16.75 -71 319 71 Arshiya
5 Bajaj Fin Buy 31:1:12 723 1460 102 664 56 BajajFin
6 RamkyInfr* Sell 26:6:12 90.3 42 -53 518 53 Ramky
7 TCS Buy 18:4:12 1091 2000 83 586 52 TCS
8 Motherson Buy 4:2:13 131 185 42 300 51 Motherson
9 Tata Motor Buy 1:6:12 225 393 75 543 50 Tata Mot
10 GodCon Buy 7:7:12 576 857 49 507 35 GCP
  • The average Annualized Return from above 10 stocks is 73.2%.
  • * – these are absolute returns on Sell calls.
  • Note that Mindtree and Motherson Sumi shares are adjusted for recent splits and bonus.
  • 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 2014, the 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.

Subscribe NOW to get the best Investment Service

Click – Offering 

  • 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 !!

Testimonials 

 I’m proud that JainMatrix Investment reports are trusted by readers. Here are some freely expressed testimonials from subscribers and readers on my website:

  1. I have been a subscriber to JainMatrix for about 1.5 years now, and found that the advice is very sound. The returns have been very consistent both in the mid-cap and the large cap segments, and have far exceeded indices. To me, the biggest influencing factor in trusting JainMatrix has been that the fee is not based on brokerage, commission, etc., and so I can rest assured that this is based on genuine market research – the results speak for the thoroughness and accuracy …… Srinivas Rao B.
  2. I was initially skeptical about the advisory services. But after 2 years of subscription I have found out that your services are good and the reports are exhaustive and very clear. I am more than happy with the services offered . Keep It going!!! ………..  Suresh L.
  3. Indeed I have come across a very informative and genuine investors friendly site after I have become quite ‘old’ in the stock market. Keep up the good work. My best wishes………CV Kumar
  4. You are doing a great job helping small retail investors like me. Your rational explanation provides all the more conviction to invest in the stocks recommended by you. I am very grateful to you for your guidance and appreciate the valuable service you are providing to the small investor community. Keep up the good work and may God bless you……………… Prash
  5. You are proving great analysis about the companies better than professional wealth management companies. …… Guru
  6. Your analysis is an eye opener for me. Wonderfully done. I appreciate your service. God bless you. ……..Antony Alfred
  7. Another thoughtful article. All the articles in JainMatrix helps the readers greatly to increase the knowledge of stocks on both fundamentals and technical perspective…… Amitayu Ghosh

JainMatrix Investment Advisory Service is available for an annual Subscription. 

Subscribe NOW to get the best Investment Service

Click – Offering 

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.

…………………………………………………………………………………………………………..

JainMatrix Track Record July 4th

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JM logo Nov12_V5

JainMatrix Investments has provided investors with great returns on the stock portfolio. Its amazing. Please read the note below.  

   ….

 SIGN UP to the best investing insights

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04th July 2014

Dear Investor,
JainMatrix Investments is a premium Investment Service for Indian equity. It’s independent, honest and direct. And sharply focused on Investor Returns.
JainMatrix Investments announces a “Dream BIG” kind of performance of the top 10 stocks from its research portfolio. Their annualized returns came to 195.7% on 4th July 2014 compared to 125.3% on 20th May 2014. This is from a total portfolio of 47 stocks and 1 ETF, which have together appreciated at an annualized rate of 70.1%.
All I can say is, this is a wonderful time to be in the market. And this is a great time to be a subscriber of JainMatrix Investments.
I’ve said this before, and I’ll say it again, Jab oopar wala deta hai, to chhapar faad ke deta hai. (These are not rains, it’s a deluge !! ).
On a cautionary note, I would warn readers that this very positive investing mood just cannot last for very long, and our next major investing event is the annual budget, which is one week away.
Sign up for the JainMatrix Investment Service to take the right decisions, whatever the event, in your investing journey.
..

SUBSCRIBE NOW. Click on See Offering

..
See the last 10 compilations of the performance of the top ten stocks from the portfolio at JainMatrix Investments.
TrackRec_July, JainMatrix Investments
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 entire data – the research on these companies, the share prices on the day of reporting and today. My top ten picks had an annualized returns of 73.2%, as on 4th Dec 2013. See for yourself.
..
Stock Call  Report  Date Price on Call Price today 4:12:13 % Price Change Days since Call Annual -ized Return Click for Report
1 Mindtree Buy 12:6:13 800 1386 73 172 155 Mindtree
2 BHEL Buy 7:8:13 116 164.8 42 117 131 BHEL
3 Balkrishna Buy 6:9:13 238 282.3 19 88 77 Balkrishna
4 ArshiyaInt* Sell 15:1:13 56.9 16.75 -71 319 71 Arshiya
5 Bajaj Fin Buy 31:1:12 723 1460 102 664 56 BajajFin
6 RamkyInfr* Sell 26:6:12 90.3 42 -53 518 53 Ramky
7 TCS Buy 18:4:12 1091 2000 83 586 52 TCS
8 Motherson Buy 4:2:13 196 278 42 300 51 Motherson
9 Tata Motor Buy 1:6:12 225 393 75 543 50 Tata Mot
10 GodCon Buy 7:7:12 576 857 49 507 35 GCP
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 Advisor’ before allocating funds for the equity asset class.

Investment Approach 

  • We research stocks based on their fundamentals.
  • 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 just share price performance is the stability and quality of the businesses, their management, cash flows, etc.
  • These are captured in the JainMatrix Investments recommended portfolios such as the Large Cap Portfolio 2014, the 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.

SUBSCRIBE NOW. Click on See Offering

  • 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 !!

Testimonials 

 I’m proud that JainMatrix Investment reports are trusted by readers. Here are some freely expressed testimonials from subscribers and readers on my website:

  1. I have been a subscriber to JainMatrix for about 1.5 years now, and found that the advice is very sound. The returns have been very consistent both in the mid-cap and the large cap segments, and have far exceeded indices. To me, the biggest influencing factor in trusting JainMatrix has been that the fee is not based on brokerage, commission, etc., and so I can rest assured that this is based on genuine market research – the results speak for the thoroughness and accuracy …… Srinivas Rao B.
  2. I was initially skeptical about the advisory services. But after 2 years of subscription I have found out that your services are good and the reports are exhaustive and very clear. I am more than happy with the services offered . Keep It going!!! ………..  Suresh L.
  3. Indeed I have come across a very informative and genuine investors friendly site after I have become quite ‘old’ in the stock market. Keep up the good work. My best wishes………CV Kumar
  4. You are doing a great job helping small retail investors like me. Your rational explanation provides all the more conviction to invest in the stocks recommended by you. I am very grateful to you for your guidance and appreciate the valuable service you are providing to the small investor community. Keep up the good work and may God bless you……………… Prash
  5. You are proving great analysis about the companies better than professional wealth management companies. …… Guru
  6. Your analysis is an eye opener for me. Wonderfully done. I appreciate your service. God bless you. ……..Antony Alfred
  7. Another thoughtful article. All the articles in JainMatrix helps the readers greatly to increase the knowledge of stocks on both fundamentals and technical perspective…… Amitayu Ghosh

JainMatrix Investment Advisory Service is available for an annual Subscription. 

SUBSCRIBE NOW See Offering

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.

…………………………………………………………………………………………………………..