PORTFOLIO SHUFFLING SERVICE
:
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Markets and Economy change, so should your
investments.
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Clear the mess in your demat a/c.
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Get your investments RIGHT.
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Get rid of ‘buy and forget’ mentality.
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Become an active investor.
Is this your story of
investment?
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Are you stuck with several stocks in your demat a/c?
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Is your investing mood has gone on OFF mode due to numbers of
stocks you got stuck during previous bull market?
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More stocks in your demate BUT less in return?
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Penny scrips, smallcaps, midcaps, large caps, blue chips, red
chips, ipo scrips…all doing kushti in your portfolio?
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Do you feel uncomfortable, unsatisfied or when you look at
your investments. Do you feel scared about stocks in your portfolio that what
will happen to them when markets move? Will they rise with markets? Or will
they fall badly with markets?
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Do you want to get something sort of ‘check up of the health
of your investments’?
What is Portfolio Shuffling
Service (PSS)?
·
PSS i.e. Portfolio Shuffling Service is services to (1) help
investors get their existing investments re-arranged (shuffled) in a proper
systematic way. As well as (2) help
making changes in their portfolio holding at times as demanded by changing
conditions of economy and markets.
·
This service is aimed at improving the investors’ awareness
level regarding their investment activity, investment instruments and
increasing their ‘investment consciousness’.
·
This service is created to make the investor a real
sophisticated investor by instilling into him the quality of shuffling an
investment portfolio.
How the PSS works?
There are 2 options
available:
·
One-time Portfolio Shuffling Service
·
Continuous Portfolio Shuffling Service
ONE-TIME PSS
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Here the investor gives us his portfolio and we will tell
what to do with it. Our recommendations may include sell, hold, add or shift
recommendation. This will be advised with quantity if the investor provides us
with the purchase price and quantity.
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Fee: Rs 4800 only, up to 15 stocks.
·
Rs.150 extra with increase of each stock above the specified
15 stocks
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This is kind of one-time fee and one time solution.
CONTINUOUS PSS
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Here not only the investor is given shuffling advice at the
time of taking service, but also the service will continue for the whole year.
We will give PSS for the whole year for his portfolio.
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Apart the investor is also allowed to give 15 more stocks to
us for seeking our comments on them apart from the initial 15 stocks.
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Fee: Rs.5800 only per annum.
Why Portfolio Shuffling
Service is necessary? 1
·
In every economic upturn and down turn some sectors emerge as
good sectors where as few sectors do very badly. Some even faces worse
nightmares such as the telecom stock in late 2009. So you are not confident (no
one can be) that an Educomp will run as well in bull market that started in
2009 as it did in the bull market that ended in 2008. This is very important
point. Because people think in the back of their mind that the old highs of
each and every stock will come back where empirical studies suggest this is not
true for all stocks and sectors. We also call it ‘the Past Cycle Portfolio’.
This doesn’t mean to start with zero in each bull market and look at every
sectors skeptically (although there’s nothing bad in that as well). We only
mean to look at every economic/stock market upturn with a renewed approach and
putting aside your old fundas of old stocks and stock stories. If something is
really good, it’ll come up to you. It’s like avoiding/selling reliance power
IPO and buying it around 150 at reasonable valuations again at the same time
avoiding overly pricy IPOs such Adani Power.
Why Portfolio Shuffling
Service is necessary? 2
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To book profit or not to book profits: friends, ‘buying is as
important as selling’ this is a golden rule for retail investors. They don’t
understand why the market goes down? Very simple. It’s because the HNIs and big
players sell to book profit at rises/in bubble phases and cut loss when in bear
market or start of that! So why the retail people don’t do it? The Portfolio Shuffling
Service and Portfolio Monitoring Service is created and aimed to serve you for
that!
Why Portfolio Shuffling
Service is necessary? 3
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Over diversification is not good. It keels return. So we will
try to narrow the number of stocks. For eg. If you have one or more stocks from
almost all sectors we will try to remove the less favourable sectors and remain
invested in favorable ones. One another interesting mistake is also made by
investors in diversification. They keep two or more stocks of same sector.
According to us this should not be done. If you are over bullish or over-like
certain sector then better go for sector specific mutual fund. What we do is we
skip most of the stocks which have identicality in terms of mainly sector,
business model and then growth prospects etc. For e.g. if you have an LT and
BEML as well, we will try skip any one. Please keep in mind over
diversification is not any answer to risk or better return.
Why Portfolio Shuffling
Service is necessary? 4
- Allocation between high risky, moderate risky and less risky stocks. For e.g if you have too many penny scrip and no blue chips then this is not a very good portfolio, yes unless if you are a very high risky investor and want/like to remain so speculative.
