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MONTHLY UPDATE DECEMBER 2020

The month of December was another month of a straight line up move in the markets. This followed an extraordinary November. This changed the entire return profile of the year 2020. Nifty ended up 14.9% and the Midcap Index around 24%. The last two months were of huge foreign fund inflows where FII’s invested nearly Rs 2000-3000 Cr every day. Given the V Shaped recovery in the markets the year 2021 could be more tricky

Now coming to the product performances. This was another good month for us across the products.

TRADING PRODUCTS

It was a strong month for the trading products with the best month of the year for ONLY FOR TRADERS where two lot profits were Rs 144000 for December which made it an overall good year 2020. Positional Trading also did decently with Rs 67000 profits booked this month. In Positional Trading this year was not as great as I find it difficult to give calls in straight line moving markets. Long Term Track record of both trading plans continues to be strong. Positional Trading has now been making continuous profits for several months. The second half of the year was much better with strong ROI on trading products. Positional Trading had a 100% ROI right through 2017-2019 and we will aim for that in 2021.

POWER ALPHA STOCKS

This was another good month for the plan with two profit bookings of Rs 27000 which added up to sustainable profit bookings over the last several months. Now we have made continuous profits in every month over the last eight months even after being cautious in keeping too many open calls with overall profits crossing around Rs 430000 for 2020. Overall opportunities will be good for this product even in the future and we will see to capture them. At peak capital the ROI was 56% and at Average Capital 72%.

TARGET BLUECHIP PORTFOLIO

This was a good month for the portfolio with returns of 9.76% and now since inception returns are nearly 74% since the portfolio started off two years back a substantial outperformance. We hope to continue to do well going forward to. Companies in the portfolio are doing well and we are avoiding high ownership and momentum sectors. This is an ideal portfolio for low-risk investors. We have used the momentum of the markets to book profits and generate some cash which will be redeployed appropriately. The outperformance over the last two years has been more than 100%.

TARGET MIDCAP PORTFOLIO

The current month was an exceptional month for us with a gain of 11.12%. Overall, the portfolio has given 44% returns for 2020 which is exceptional. Some of our recovery plays gave up gains as renewed lockdowns worldwide impacted the stocks however this performance is despite that. This portfolio has huge potential with some stocks having the potential to be multibaggers over the next few years. The portfolio has done very well since inception even as we are avoiding hugely valued momentum midcaps. This portfolio is all about a journey which will do good over 2-3 years. Average valuations of our portfolio is half the midcap index and that of most momentum midcap mutual funds and PMSes. This is an ideal portfolio for long term investors who are willing to take the risk of short term underperformance. We have also generated cash during the month to redeploy on corrections

PLATINUM PLAN

Platinum plan did well during the month with returns of 9.96%. Since inception returns are now nearly 305% with a CAGR of returns of over 21%. The portfolio has a good mix of largecaps and smaller midcaps which have good potential over the long run. The portfolio performance should pick up going forward. This portfolio is a mix of Large Caps and Small Caps.

WINNERS PLAN

Small and smaller sized midcaps started to outperform and this helped many of the holdings rally. We booked profits in many of the recommendations. We generated many ideas over the last few months, some of which rallied, and some are still to perform in 2021. Many of the recommended stocks do have deep value however many PMS fund managers and other investors burnt by small cap investing might not come back fast. We need to adapt accordingly. However, given low interest rates small caps will do well in 2021

For more details write to us at info@asksandipsabharwal.com . You can also call us up at 7303163931/022-66666931 or visit www.asksandipsabharwal.com

HNI AND
COMBO PLANS
COMBO PLANS


Pricing of COMBO PLANS depends on the number of services being taken. Discounts range from 15-20%.
For clients who want to opt for a combination of packages from our various Long Term and Short Term plans we offer attractive COMBO PLANS where on a combination of two or more plans we can built in discounts for clients

Any client can subscribe to two or more Annual Plans and get a COMBO PLAN discount. The discounts are as follows

  1. Two Plans – Discount of 15%
  2. Three or more plans – Discount of 20%


HNI SERVICES

Starting from – Rs 360000 plus GST

We also offer personalized HNI services for investors with large portfolios who would like customized solutions. Here portfolios are designed and strategies worked out in accordance with the goals and risk profiles of individual clients with the aim of meeting stated objectives. Some of the key features of this service are

  1. The portfolio and services will be customized to the particular client
  2. The service will be interactive where the client can interact with Sandip Sabharwal directly to clarify doubts if any. This can be in the form of Phone calls/messages/emails etc..
  3. HNI clients can ask for clarifications on any stock outside the standardized portfolio on which we will give our views directly to him.
  4. The portfolio is individually monitored and the client only has the responsibility of mailing the portfolio to us every 15 days or trading positions more frequently so that we can go through it and advise on the portfolio on a proactive basis.
  5. Besides this the HNI clients will continue to get all the LONG TERM CALLS as well as the standardized MODEL PORTFOLIO the details of which are as below


  • The MODEL PORTFOLIO will have around 18-20 stocks with individual stock allocations and the client just needs to follow them passively. The portfolio is updated every few weeks and clients just need to invest as advised. For example the total amount of Rs 100 to be invested will be split across 20 stocks with percentage allocation to each, you will just need to invest accordingly and whenever changes are advised do the same. In this we also advise when to increase cash in the portfolio if the markets are overheated etc.
  • HNI Clients desiring to do Trading will also added to the Futures and Options trading services

 

Those interested in HNI Services or COMBO PLANS can write to us at info@asksandipsabharwal.com or

Call us on +91-22-66666931, 7303163931

STOCK ADVISORY INVESTMENT PLANS

LONG TERM PLANS

TARGET BLUECHIP PORTFOLIO - A focussed BLUECHIP STOCKS portfolio that will invest in 9 identified large cap blue chip stocks.

Rs 24000 plus GST


TARGET MIDCAP PORTFOLIO- A focussed MIDCAP STOCKS portfolio which will invest in 9 identified High Quality Midcap Stocks.

Rs 25000 plus GST

WINNERS PLAN- Annual advisory package which will include 5-10 strong long term return where the return targets will be higher than market returns over Long Term Holding.

Rs 23000 plus GST

PLATINUM PLAN- Model Portfolio based advise along with potential high growth stock recommendations A Multicap portfolio with a mix of Large and Mid Caps.

Rs 27000 + GST

SHORT TERM PLAN

POWER ALPHA - Stock Advisory package that is specifically designed to cater to investors who want to take short term exposures into the stock markets but do not want to trade in the Futures & Options market.

Semi Annual Rs 26000+ GST, Annual Rs 39000+ GST


For more details click the MEMBERSHIP TAB



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ONLY FOR TRADERS -Stock Advisory Package which has been designed only for traders in the stock markets. An active plan . 2 Calls per week with average holding period of 1-10 days

Quarterly Rs 21000+ GST, Semi-Annual Rs 33000+ GST, Annual Rs 48000+ GST

POSITIONAL TRADING CALLS This is a POSITIONAL TRADING product with calls given in the Futures & Options segment. A low involvement product for all stock market participants. 2-3 Calls per month with average holding period of 1-4 weeks

Semi-Annual Rs 36000 + GST, ANNUAL- Rs 54000 + GST

For more details click the MEMBERSHIP TAB on the top of the page
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