Monday, January 1, 2018

ADVISORY PORTFOLIO RETURNS END 2017

Hi Friends,

I started the Portfolio Advisory from 25th Oct, 2017. I created Model Portfolio of Stock Recommendations in Advisory. Below is snapshot of Returns in Advisory Portfolio as of Year End 2017.

Absolute Returns End 2017:


The Model Portfolio Outperformed Small Cap & Mid Cap Indices.

Returns Contribution by Sectors:


Mid Caps Contributed Highest Returns.

Allocation by Market Cap:


Higher Allocation to Mid Caps & Small Caps for Higher Returns.


Thanks & Regards,

Harsh Dixit.

9 comments:

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