We believe the question in the above subject is critical for all the members and would therefore like to share our views on the same.
As you are aware that we are an independent equity research firm and share with you 8-12 stock ideas in a year (apart from Special situation opportunities for Alpha Plus members); however the most important aspect of our services is the Portfolio allocation sheet that is shared with all the new members who join our services and thereafter portfolio review exercise that is followed on a regular basis (we prefer fortnightly review).
For whom all Model Portfolio and regular portfolio review is important?
At Katalyst Wealth, we have a diverse set of clients. Some are experienced and accomplished investors themselves and like to manage their investments on their own. They consider our services as a source of stock ideas with in-depth research behind each.
Though, such investors do not need any guidance, however we would still suggest that they should evaluate each stock idea suggested by us against their own portfolio holdings and accordingly restructure their portfolio.
Important: However, many clients are new investors or cannot devote enough time towards stock research and for them it is extremely important that they follow Model Portfolio allocation that is shared with them and thereafter get their portfolio reviewed on fortnightly basis.
This is because inexperienced investors do not buy past recommendation if they are quoting above the original recommendation price and attribute more importance to new recommendations. This is an extremely flawed investment strategy because some of the best recommendations have been made in past and are still very good from the point of view of long term wealth creation.
At the end of the day, what matters most is the return on investment and not if it’s been generated through new or old recommendation.
So when we share the Portfolio allocation sheet with the new member, it is to ensure that he/she does not miss out on some very good investment opportunities that have been shared in the past and deserve high portfolio allocation and all you have to do is update the excel sheet that’s been shared with you based on your purchases and mail it to us on fortnightly basis for the purpose of review.
Regular portfolio review ensures that we are able to guide you in an efficient manner and keep a check on portfolio allocation as it’s been observed that many members are not very disciplined with portfolio allocation.
Lastly, all our members are always welcome to get their existing portfolio holdings reviewed by us, i.e. the stocks that you have been holding even before you became the member of Katalyst Wealth.
Ph.: 0120-4109766, Mob: +91-9818866676