Performances of Stock Portfolios till December 2020

January 6, 2021

By Pradeep Kumar A

Dear investors,

Welcome to our new blog and the first blog post.

Belated new year wishes to all of you. May this new year 2021 open up for you more opportunities, lead you onto the path of continued success, happiness, and prosperity.

We started 2 stock investment systems namely Agile Investment System and Sprint Investment System in the month of April 2020.

All our investment systems are complete investment systems with well defined answers to all possible questions that may arise during the investment process. They have clear answers to the important questions like:

Which stock universe to consider?​
How to shortlist stocks?​
When to buy a stock?​
When to sell a stock in a winning position?​​
When to sell a stock in a losing position?​
How much to invest per stock?​
How many stocks to invest in?​

Here are the main features​ of the Sprint Investment System.

Stocks buying frequency: ​Month​​ly
Stocks to buy every month: ​10 stocks​​
Portfolio size: 1​0 stocks​​
Holding period of every stock: ​1 month​​​​​
​Stock universe: Nifty200 stocks (Midcap & Largecap stocks)
​Stock weightage: Equal weightage
​Risk per stock: 15% (1.5% of total investment)
Investment strategy: Momentum investing​​

Below is the chart of month on month performance from April 2020 to December 2020 (first profit or loss realised in the month of May 2020). The figures shown are realised profit or loss. This system has delivered a net profit of 37.5% in that period. Note that brokerage and other charges are not included.

Sprint Investment System

Net unrealised profit is at 3.2% by the end of December 2020.

We maintain live model stock portfolios based on our investment systems. The model portfolio for Sprint Investment System can be viewed at Sprint Investment System.

Here are the main features​ of the Agile Investment System.

Stocks buying frequency: ​Month​​ly
Stocks to buy every month: 5 stocks​​
Portfolio size: 15 stocks​​
Holding period of every stock: 3 months​​​​​
​Stock universe: Nifty500 stocks (Multicap stocks)
​Stock weightage: Equal weightage
​Risk per stock: 16.7% (1.1% of total investment)
Investment strategy: Momentum investing

Below is the chart of month on month performance from April 2020 to December 2020 (first profit or loss realised in the month of July 2020). The figures shown are realised profit or loss. This system has delivered a net profit of 43.3% in that period. Note that brokerage and other charges are not included.

Agile Investment System

Net unrealised profit is at 10.2% by the end of December 2020.

The model portfolio for Agile Investment System can be viewed at Agile Investment System.

We started 2 more systems namely Prime Investment System and Sublime Investment System in the month of October 2020.

Here are the main features​ of the Prime Investment System.

Stocks buying frequency: ​Month​​ly
Stocks to buy every month: ​3 stocks​​
Portfolio size: 1​8 stocks​​
Holding period of every stock: 6 months​​​​​
​Stock universe: Nifty500 stocks (Multicap stocks)
​Stock weightage: Equal weightage
​Risk per stock: 20% (1.1% of total investment)
Investment strategy: Momentum investing​​

There’s no realised profit or loss till date.

Net unrealised profit is at 13.6% by the end of December 2020.

The model portfolio for Prime Investment System can be viewed at Prime Investment System.

Here are the main features​ of the Sublime Investment System.

Stocks buying frequency: ​Month​​ly
Stocks to buy every month: ​​2 stocks​​
Portfolio size: ​24 stocks​​
Holding period of every stock: ​1 ​year
​Stock weightage: Equal weightage
​​Risk per stock: 2​​5% (1% of total investment)
​​Stock universe: Nifty500 stocks (Multicap stocks)
Investment strategy: Momentum investing​​

Again there’s no realised profit or loss till date.

Net unrealised profit is at 7.3% by the end of December 2020.

The model portfolio for Sublime Investment System can be viewed at Sublime Investment System.

The market is in a nice uptrend from the March 2020 decline. And our stock portfolios have done well.

That’s it as of now.

Take care of yourself and your investments.

Cheers!

Pradeep Kumar A

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  1. I am grateful to you Pradeep.As requested by you I have shares in Adani Geen,Laurus Pharma and Reflexo Footwear.Shall I hold them further,pl inform.

  2. Dear pradeep, namaste,
    Let me know, which service i had taken, pl, include me in ”Agine'' servive.
    Thanks.
    Surwade sd

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