We multiply the weightage of the stock in the portfolio at the beginning of the month to the percentage price movement of that stock during the month. This is done for all stocks and the overall percentages are added to get the overall portfolio performance. Annual performance is multiplication of monthly returns
Read MoreEvery month end we send latest allocations. Please follow that for all additional buys
Read MoreThis is important to understand. The monthly allocations are based on current market prices. So even if we do not make any change during the month due to the fact that all stocks do not move the same during the month allocations will change. This is because the portfolio is market price-weighted and not at […]
Read MoreThe reason we build a portfolio is that risks get diversified. All stocks do not move up and down at the same time. At some times some stocks perform and at other times others perform. We sell a company if our thesis of investment has gone wrong or valuations have become excessive
Read MoreWe do not give individual stock recommendations in portfolio plans. You need to buy the entire portfolio in the recommended percentage allocations. This is very important otherwise your performance and our reported performance will vary. Buying some stocks and not the others is not advisable
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