JainMatrix Investments – Track Record

February 12, 2021April 28, 2021Leave a comment

11th Feb 2021

Dear Investor,

JainMatrix Investments is a premium Investment Service for Indian equity. We build wealth through in-depth equity research and Model Portfolio appreciation over the long term. It is the best way to get great returns, lower costs and yet be in control of your own portfolio. We simplify investing for individuals. Investors trust our advisory services for stock picks, tracking and personalized support. JainMatrix is run by Punit Jain, a SEBI registered Research Analyst.

We created two Model Portfolios 8 years ago, with our best picks at that time. We have since been managing the 1) Large Cap (LC) and the 2) Mid and Small Cap (MSC) Model Portfolios. We remove under-performers and replace them with promising new picks, to give investors a solid core portfolio of equity assets to replicate in their personal holdings. Today we share with you the Track Record for these JainMatrix Model Portfolios.

PERFORMANCE TRACKER

Investors should be aware that performance depends on market conditions, and past performance is not necessarily a guide to future performance and value of investments can go down as well.

PERFORMANCE DESCRIPTION

The Indian Indices were doing well till Feb 2020, then they got impacted by the Covid uncertainty and subsequent lockdown, falling to a low in March. Thereafter, there has been a steady recovery, and the Sensex retouched its past high in Nov 2020, and has been above this level thereafter.

The JainMatrix Investments Model Portfolios continue to do well against their stated objectives.

We have a portfolio universe of 70 tracked stocks, the finest firms found through our equity research over 8 years.
From this universe, we created 2 focused portfolios of 6-8 shares each – a Large Cap and a Mid & Small Cap portfolio.

Mid and Small Cap Model Portfolio – MSC

The objective of MSC is to simply outperform over a 1 year plus period by investing in growth or turnaround firms with solid fundamentals and excellent managements.
The 6-8 MSC shares here represent growth or value leaders from 3-6 high potential sectors.

Large Cap Model Portfolio – LC

The objective of LC is to preserve capital and outperform the Nifty by 2-5% a year by investing for minimum 2 year periods in firms with solid fundamentals and excellent managements.
The 6-8 LC shares here represent leaders from 6-8 large and solid sectors.

Ours is a 100% equity approach, so investors should allocate to other asset classes with inputs from a good adviser/ financial planner. So if the investment climate turns sharply negative, we may exit equities and stay in cash.

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

In addition to the Model Portfolios, we also present new stock ideas from listed and IPO firms and reports that identify sectoral trends.
Our IPO reports have had a good success rate and help identify winners and avoid overpriced or under-rated IPO firms. Subscribers also receive valuable Listing Day – buying range advise on IPO picks, so that they can take large positions, as allotments in good offerings 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. ..

SUBSCRIBE NOW TO GET THE BEST INVESTMENT SERVICE at

PRICING AND PAYMENT OPTIONS

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 Investments – Track Record

December 27, 2017January 4, 2018

One year record – 63% for MSC model portfolio

Dear Investor, 27th Dec 2017

We created two Model Portfolios 5 years ago, with our best picks at that time. We have since been managing the Large Cap (LC) and Mid and Small Cap (MSC) Model Portfolios. We remove under-performers and replace them with promising new picks, to give investors a solid core portfolio of equity assets to replicate in their personal holdings.

Today 5 years later, we share with you an update of the Track Record for the JainMatrix Model Portfolios. ..

PERFORMANCE TRACKER

See the compilation of performance of the Model portfolios. See Table and Graphs.

Recipients of this tracker should be aware that past performance is not necessarily a guide to future performance and value of investments can go down as well. ..

PERFORMANCE DESCRIPTION

The market has been positive since Jan 2017. Broadly in line with this, JainMatrix Investments Model Portfolios continue to do well against their stated objectives.

We have a portfolio universe of 70 tracked stocks, the finest firms found through our equity research over 4.8 years.
From this universe, we created 2 focused portfolios of 6-8 shares each – a Large Cap and a Mid & Small Cap portfolio.

Mid and Small Cap Model Portfolio – MSC

The objective of MSC is to simply outperform over a 1 year plus period by investing in growth or turnaround firms with solid fundamentals and excellent managements.
The JainMatrix MSC Multi-bagger Model Portfolio gave 57.5% annualized returns over 58 months, compared to S&P BSE Smallcap of 36.1% (the best performing including CNX Midcap and S&P BSE Midcap) over same period. It outperformed by 21.4% annualized.
Our Portfolio has themes of Auto & Auto Ancillary, exports, Infrastructure and Consumption.

Large Cap Model Portfolio – LC

The objective of LC is to preserve capital and outperform the Nifty by 2-5% a year by investing for 2 year plus periods in firms with solid fundamentals and excellent managements.
The JainMatrix LC Retirement Model Portfolio gave 16.6% annualized returns over 60 months since inception, compared to Nifty with 15.8% over the same period. It outperformed by 0.8% annualized. Performance has been better in the last 1 year.
The 6-8 LC shares here represent growth or value leaders from 6-8 high potential sectors.

Ours is a 100% equity approach, so investors should allocate to other asset classes with inputs from a good adviser/ financial planner. However if the investment climate turns sharply negative, we reserve the right to exit equity.

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

In addition to the Model Portfolios, we also present new stock ideas from listed and IPO firms and reports that identify sectoral trends.
Our IPO reports have had a good success rate and help identify winners and avoid overpriced or under-rated IPO firms. Subscribers also receive valuable Listing Day – buying range advise on IPO picks, so that they can take large positions, as allotments in good offerings 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. ..

SUBSCRIBE NOW TO GET THE BEST INVESTMENT SERVICE

CLICK – OFFERING

JAINMATRIX KNOWLEDGE BASE

See useful investment reports on the RECENT RESEARCH REPORTS panel on the right. Or from the SEE REPORTS tab on the Menu on top.
Search for companies/ sectors of your interest in Search box also on the right panel.
Visit, follow and like us on JainMatrix FB and JainMatrix Twitter

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.

DISCLAIMERS

JainMatrix Makes Two Announcements

October 14, 2017

Dear Investors,

In this festive season, I would like to make two announcements, which hopefully are adding to the happiness quotient of the people involved:

I) We update our Track Record

We have had the Best All Round Performance So Far by JainMatrix Investments. In numbers, our Mid and Small Cap Model Portfolio gave 26% compounded annual returns over 4.5 years. And our Large Cap Model Portfolio gave 13.2% cagr over same period. See more details on link –

Track Record Update Sept 2017

Here’s hoping we can keep up this performance in future, in good times and bad.

2) Stock Market Awareness Initiative AT CARGILL INDIA

JainMatrix Investments conducted a Wealth and Stock Market Awareness Presentation for employees of an IT / Business services company in Bangalore. The 1.5 hour session was meant to expose employees to some of the savings and wealth concepts and basics of stock market to new investors, as well as touch upon some advanced concepts for experienced investors.

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

See some snaps from there:

I’d like to thank Cargill India folks for their warm reception.

Here’s to your happy investing,

Punit Jain

DISCLAIMERS

JainMatrix Investments – Track Record

May 31, 2017May 31, 2017

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. ..

Subscribe NOW to get the best Investment Service

Click – Offering

JAINMATRIX KNOWLEDGE BASE

See other useful public reports:

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

Visit and Like JainMatrix FB or Follow on JainMatrix Twitter for reports

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.

DISCLAIMERS

JainMatrix Track Record Jan 5th 2017

January 5, 2017January 7, 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.

....

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

Click – Offering

JAINMATRIX KNOWLEDGE BASE

See other useful public reports:

Visit and Like JainMatrix FB or Follow on JainMatrix Twitter for reports

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.

DISCLAIMERS

JainMatrix Track Record May 3rd, 2016

May 3, 2016January 7, 2017

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.

* 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

Click – Offering

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

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 Jan 27th

January 27, 2015January 7, 2017Leave a comment

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.

——————————————————————————————————-

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.

* 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

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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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PERFORMANCE TRACKER

PERFORMANCE DESCRIPTION

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One year record – 63% for MSC model portfolio

PERFORMANCE TRACKER

PERFORMANCE DESCRIPTION

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I) We update our Track Record

2) Stock Market Awareness Initiative AT CARGILL INDIA

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Outperformed all Mid and Small Cap Mutual Funds

Performance Tracker

Performance Description

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Performance Tracker

Performance Description

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Performance Tracker

Performance Description

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Portfolios Performance

Investment Outlook

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Performance Tracker

How is this performance calculated?

Investment Approach

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