Evidently Valuepick's success rate and return rate increases post 2010. We can analyse the post era after 2010.
Assumption : We invest a fixed Rs. 5000/- ( 5K ) per recommendation. Based on VP's any profit book call, we sell the required shares to retrieve 5K and the remaining shares we keep as cost free, and its market value is used for these calculations. I obtained the following results for these years.
Assumption : We invest a fixed Rs. 5000/- ( 5K ) per recommendation. Based on VP's any profit book call, we sell the required shares to retrieve 5K and the remaining shares we keep as cost free, and its market value is used for these calculations. I obtained the following results for these years.
| Year | No. of Comp. Inv. | Net Inv. Amt. | Present Value | Profit / Loss % |
|---|---|---|---|---|
| 2011 | 47 | 235 K | 425 K | 81 % |
| 2012 | 39 | 195 K | 263.3 K | 35 % |
| 2013 | 27 | 135 K | 202.9 K | 50 % |
| Overall | 113 | 565 K | 891.2 K | 58 % |
An overall return of 58%, comparing with three year monthly average of SENSEX (18428) to present SENSEX value (22484) gives you a growth of 22% only. Beating the market or SENSEX by a whopping 163 % !!. KUDOS to Valuepick for this tremendous achievement !!!
Even if we consider or add the year 2010 performance alone or adding all the years together and use a all year recommendations, it always beat the market.
You will get a Overall profit percentage of 49% (including year 2010 list) and it still beats SENSEX by 122% . A remarkable achievement for any fund managers or analyst.
By stating these analysis, I am reassuring the ingenuity of our beloved Honorable. Valuepick. Its hard to find a genuine analyst blogger these days, especially if you evaluate their past track record. Even paid portfolio managers fail to generate these return to these clients.
And purpose of my this blog is to create a systematic long term portfolio in-order to create long term wealth, based on our Valuepick recommendations and compare its performance on coming days.
PS: If any reader have any doubt / clarification regarding the figures I stated, please mail me at myvaluepickport@gmail.com , for further details.
Rgds.
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