Past Performance Sheet (Updated every quarter)
Every quarter, we update this sheet with our portfolio’s performance and also the performance of the largecap, midcap and smallcap index. We take into account the Total Returns Index numbers as published by NSE over here. The TRI takes into account the dividends and most of the advisors, PMS, funds, etc under-perform the TRI in the long run.
If you want to see our live portfolio, then visit: Alphamultiple Live Portfolio
Alphamultiple Advisors follows SEBI guidelines for Research Analysts and all analysts, staff and their families can buy the shares either 30 days before or 7 days after publishing the report.
The performance shown here is on a model portfolio. We assume that:
i) The client invests in our recommendation at the average price of the next working day’s high and low.
ii) The dividends paid by the companies that we have invested are invested in liquid funds.
We use the Nifty 50, Nifty Midcap 100 and Nifty Smallcap 100 total returns index (TRI) for benchmarking. The TRI includes the dividends paid and is in-line with SEBI laws (applicable for mutual fund schemes).
Past performance is no guarantee of future performance. However, an advisor’s past performance shows you his ability generate alpha. A good portfolio usually rises more than the market and falls lesser than the market, but there will always be periods of out-performance and under-performance in the short term.
We highly recommend every investor to monitor their portfolio on a regular basis (atleast quarterly). An investor should not only look at the price performance of the shares that they own, but they should also look at:
i) Financial performance of the company
ii) Industry trend and performance
iii) Management discussion & analysis
Also, keep a check on the status of your dividend receipts.