SANDIP SABHARWAL
Stocks,shares, finance, money, profit and the economy
| Number of complaints | ||||
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| At the beginning of the month | Received during the month | Resolved during the month | Pending at the end of the month | Reasons for pendency |
| 0 | 0 | 0 | 0 | Not Applicable |
info@asksandipsabharwal.com
OR WhatsApp on 7303163931
The current quarter was an extremely volatile one for the markets with significant swings as markets adjusted to various developments all around the world. As I write now it is very clear that there will be an aggressive recovery worldwide over the next 12 months. However with recovery will also come the side affects of rising inflation as most commodities have rallied hugely over the last 6-9 months. However the story in India might be a bit different due to the second covid wave
The earnings growth estimates for next year if I take into account all broking houses projects varies between 32-40%. While one might argue that this should be possible because last year the first quarter was a washout, it does not take into account a possible increase in interest rates at some stage and the huge pressure that rising commodity prices as well as a return of normal costs can put on the profitability of companies. With an expected GDP bounce back of 12% an earning growth of 30-35% should be possible under normal circumstances. However when input costs move up by 50-100% and the economy is just recovering this could become a challenge and that is what I will be monitoring. However a recovering economy will give huge investment opportunities at the right time. Many recovery plays have corrected post the start of the second wave in India. These will provide very good opportunities. Capex cycle recovery and infrastructure and green investments are a reality and companies in these segments will also give good opportunities. Many fancied sector stocks are currently expensive and as such can only be bought on corrections. Overall market valuations are not expensive if we believe that 35% earnings growth is for real. However if we trend towards 25% then markets look quite expensive.
We need to move forward with caution as well as optimism to capture opportunities as they come. Overall I do not expect huge returns from benchmark indices this year.
Our products across the board performed satisfactorily
TRADING PRODUCTSAfter an exceptional March quarter this was an average month for the Trading Products. We gave very less calls in Positional Trading and did not close any call as the markets were too volatile. ONLY FOR TRADERS had a loss of Rs 19450 on one lot trading and Rs 38900 for two lots. Overall in ONLY FOR TRADERS two lot profits were upwards of Rs 300000 and in the last six months we have had 4 months with profits of Rs 140000-150000 on a two lot trading basis. POSITIONAL TRADING also had a good last quarter with strong profits of Rs 200000 on a two lot trading basis. We will get 3-5 very good months in a year 3-5 average months and 3-5 not very good months. Long Term Track record of both trading plans continues to be strong. The trading plans have been doing well across market ups and downs and we have avoided blind long trading.
POWER ALPHA STOCKSPower Alpha stocks had good months of January and February with profit booking of nearly Rs 90000 plus. However the last two months have been average as we could not give more calls due to extreme volatility and a negative near term outlook. Overall markets have not gone anywhere over the last two months. In the current month we booked one loss of Rs 21000. We also restricted the number of calls we gave as focus shifted to capital conservation. However overall profits were 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% in 2020
TARGET BLUECHIP PORTFOLIOThe Target Bluechip Portfolio had a stable month with the portfolio falling by around 1%. We continue to maintain a good cash buffer which will hold us in good stead over the next two months if things move as I expect them to. Since inception returns are nearly 83% from the time the portfolio started off more than two years back a substantial outperformance. 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 PORTFOLIOTarget Midcap was flat during the month as many post recovery plays corrected. Overall, the portfolio gave 44% returns for 2020 which is exceptional. Since inception returns from end of 2019 are now 62% much above the indices. This portfolio has huge potential with some stocks having the potential to be multibaggers over the next few years. 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 cash to deploy on corrections.
PLATINUM PLANThe Platinum Plan is our oldest Long Term Portfolio plan and did exceptionally well during the month with returns of around 3.3%. The YTD returns are now 16.11% and since inception returns are 355% with a CAGR of returns of over 23%. 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. We used sharp upmoves in many stocks to book profits to redeploy later. This portfolio is a mix of Large Caps and Small Caps. This is an ideal medium risk portfolio.
WINNERS PLANSmall and smaller sized midcaps started to outperform and this helped many of the holdings rally. We booked profits in many of the recommendations. Some of the recommendation did exceptionally well during the month of April too with one recommendation of 2020 rising nearly 500% from recommended price. 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 high operating leverage small caps will do well in 2021/22
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
Minimum capital requirement Rs 2 Crores. Fees are based on percentage of Total Assets under
advisory with a minimum fee requirement of Rs 420000 plus GST
HNI Services under the Investment Advisory segment are specifically designed for clients who desire to have a 360 degree coverage of their entire investment basket. Clients will be advised allocations to different asset classes with specific allocations to individual equity strategies in this customized offering vary according to client needs.
Different clients have different needs For clients only focussed on the Long Term the investment portfolio is different and for those who want a combination of strategies it is different. We have clients with different requirements and all are dealt with separately. Some key aspects are as follows.
The Wealth Management customized offering is something that I do for HNI Clients. These services are customized to the needs to the client and some of the key features include asset allocation and subsequently different strategies in the equity markets as per the equity market allocation
- The portfolio and services will be customized to the particular client. The strategies could be
a. Only Long Term
b. Only Short Term
c. A combination of Long Term, Short Term and Trading - The service will be interactive where the client can interact with me directly to clarify doubts if any. This can be in the form of Phone calls/messages etc. HNI clients interact bypass the office to be in touch with me. This is not available in the other packages.
- HNI clients can ask for clarifications on any stocks and assets across the investment horizon. This helps in eliminating investment mistakes.
- 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.
a. Besides this the HNI clients will continue to get all the Long Term Calls as well as the standardized MODEL PORTFOLIOs under our Research Analyst services.
b. These MODEL PORTFOLIO’s have allocations to individual stocks along with regular updates
c. LONG TERM Investment calls from the small cap universe - Specific long term allocations with percentage allocations will be specifically provided to HNI Clients
- Swing Trading Ideas. Short Term Cash calls with holding horizon of 30-90 days and return target of 5-15% will also be provided to you. A part of the portfolio can be allocated to these calls depending on my analysis of how your money needs to be exactly managed. This has done exceptionally well for us over the last few months and years.
- Trading Calls from the Futures and Options universe whenever conviction is high will be given to you. Here the typical holding horizon is from a few days to couple of weeks In case you are uncomfortable with trading in futures we can remove this service for you. A small fund allocation to trading has worked very well for our HNI clients. However many clients, especially those overseas might find it tough to operate these calls. Moreover these are very time specific. Ideally for your kind of profile you might not want to take these particular calls
- All your other financial investments i.e. Mutual Funds, FD’S, PMS Products etc will be reviewed by me and recommendations on the same will be given to you. These will then be monitored for changes as required so that the allocation runs effectively and optimally.
In a nutshell the HNI portfolio and services are where each clients portfolio is tracked by me directly and individually depending on the need of the clients. For conservative clients we might have a different portfolio allocation strategy and for aggressive clients we will strategize it differently. The client can clarify any newsflow they hear from the markets so as to avoid investment mistakes
Those interested in HNI Services or COMBO PLANS can write to us at info@asksandipsabharwal.com or
Call us on +91-22-66666931, 7303163931
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
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
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
