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“Follow My Portfolio” Performance Update for FY2019

Modified on March 31, 2019

Follow Dr Vijay Malik’s Portfolio with Latest Buy/Sell Transaction updates” is a premium service in which we provide the subscribers an access to the details of our equity portfolio along with latest buy/sell transactions in our portfolio.

It is an information service (not an advisory service), which lets the subscribers know what % of our portfolio has been invested in each of the stocks and what stocks we are buying currently. Buy/sell transactions list includes the stocks that we have bought recently along with the prices at which we bought them.

The “Follow My Portfolio” service is to act as an information source to subscribers about the stocks that we are buying currently. This is an information source to subscribers to know what stocks we believe are currently within our buying range so that they may choose to take a decision accordingly.

The “Follow Dr Vijay Malik’s Portfolio with Latest Buy/Sell Transaction Updates” service involves:

  1. Update by email about all the future transactions (buy as well as sell) in our portfolio at the end of the day of the transaction (after market closing hours) during the period of the subscription. The email update would contain the details of the stock bought/sold and the price at which the transaction was done.
  2. Access to the premium section containing updated details of our portfolio and the list of all the transactions from the start of this service (July 30, 2016) until date during the subscription period, at the following link: https://premium.drvijaymalik.com/portfolio/

 

Updates on portfolio performance as on March 31, 2019:

  • At March 31, 2019, the portfolio consists entirely of small cap stocks as per AMFI classification (Dec 2018)
  • I started building the portfolio on August 8, 2011, on joining my first job after MBA (2009-11). Since August 8, 2011, the portfolio has generated an annualized return (CAGR) of 34.16% against annualized returns of:
    • BSE SmallCap Index: 9.24%
    • BSE MidCap Index: 12.04%
    • NSE Nifty: 11.32%
    • BSE Sensex: 11.35%
  • During FY2019, the portfolio has generated returns of 12.71% against:
    • Decline in BSE SmallCap index of 11.57%
    • Decline in BSE MidCap index of 3.03%
    • Increase in NSE Nifty of 14.93%
    • Increase in BSE Sensex of 17.30%
  • During FY2019, We had a total of 50 transactions in the portfolio, which included 49 “Buy” transactions and one “Sell” transaction.

The below table contains the yearly performance history of the portfolio:

Portfolio Returns 31 3 2019

 

Investors may learn more and subscriber to the “Follow Dr Vijay Malik’s Portfolio with Latest Buy/Sell Transaction Updates” by visiting the following link:

https://premium.drvijaymalik.com/product/follow-my-portfolio-with-latest-buysell-transactions-updates/

It is highly recommended that investors read the Frequently Asked Questions (FAQs) at the subscription page to understand the terms & conditions and contours of this service. Please note the following disclosure/FAQ:

Q. Would you be sharing your complete portfolio and transactions or partial?

Important Disclosure: We disclose the details of the portfolio of my family (my wife and I). My wife, due to her association with Newgen Software Technologies Limited (Newgen) has been allotted shares under their employee stock options plan (ESOPs). Our holding and transactions in the shares of Newgen are covered under the insider trading guidelines of SEBI, Newgen as well as other company policies of Newgen Software Technologies Limited. Due to restrictions applicable under the above mentioned insider trading and other policies, we find ourselves unable to do the dissemination of our holding and transactions in the shares of Newgen Software Technologies Limited. Therefore, we would continue to disclose our equity portfolio composition, transactions and portfolio performance updates, consisting of my & my wife’s portfolio excluding the position in the shares of Newgen Software Technologies Limited. At any point of time, subscribers should note that we may have positions in the shares of Newgen Software Technologies Limited.

Details of the stocks in the portfolio as per the disclosed format, are shared with the subscribers. Absolute amounts of portfolio/stock holdings in INR are not disclosed. Percentage holding of each stock in the portfolio at market prices is disclosed.

Transactions are regularly updated on the portfolio page as per the format shared. Moreover, as part of this service, details of every new transaction would be shared with subscribers at the end of the day.

All the best for your investing journey!

Regards,

Dr Vijay Malik

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Follow My Portfolio with Latest Buy/Sell Transaction Updates

  • Historical annualized return (CAGR) of the portfolio 34.16% against CAGR of Sensex of 11.35%
  • We identified companies, which were later invested by Sanjay Bakshi, Mohnish Pabrai, PE funds, Mutual Funds
  • See details of stocks in our portfolio
  • Get updates of buy/sell transactions in our portfolio by email

"Peaceful Investing": My Stock Investing Approach

“Peaceful Investing” approach is the result of my more than a decade of experience in equity markets. This approach helped me invest even when I had a full-time corporate job and could not spare a lot of time for stock analysis. During my investing journey, I have faced all the common challenges of the investors, the biggest one being “scarcity of time”. “Peaceful Investing” approach keeps in mind that an investor will have limited amount of time to spare for stock investing. 

The objective of “Peaceful Investing” approach is the selection of such stocks, where once an investor has put in her money, then she may sleep peacefully. Therefore, if later on, the stock prices rise, then the investor is happy as she is now wealthier. On the contrary, if the stock prices fall, even then the investor is happy as she can now buy more quantity of the selected fundamentally good stocks.

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