Industry Diversification
Some rules to follow when constructing your portfolio:
1. Avoid putting all your eggs into one basket.
2. Allocate only 20% of your investment into one industry.
ECAS Portfolio Stocks
We have received your portfolio comprising of 13 unique stocks with more than zero holdings, out of which we have coverage on 12 stocks. We are pleased to give our views on most of the stocks owned by you today as below.
| # | Scrip Name | Qty | Industry | Stock Earnings | Price | Target Price | Action Required | ||
|---|---|---|---|---|---|---|---|---|---|
| 1st Quarter | 2nd Quarter | 3rd Quarter | |||||||
Facts you need to know!
Your portfolio PE ratio stands at 10.00 while Nifty PE ratio is at 22.65.
You are on the right path.
Earnings of your portfolio over Trailing Twelve Months are not rising enough.
Maybe you have not followed due process of stock selection.
We lose opportunities by not sticking to processes.
Know the value of your lost opportunity.
Assuming that you are holding the same portfolio since 2024.
You lost an opportunity equal to 14.26% per year (total of ₹190164).
Retail Portfolios
Your portfolio consists of.
Combined strength remains weak.
Good portfolios will only have strong stocks, at all times.
Dissect your portfolio
| Under Priced | Over Priced | Total | |
|---|---|---|---|
| Growing in profits | 10 | 0 | 10 |
| Falling in Profits | 6 | 3 | 9 |
| Total | 16 | 3 | 19 |
| Break Up of Your Portfolio Stocks | ||
|---|---|---|
| Hold | Under priced & growing. Keep holding. | 10 |
| Sell | Over Priced. Sell | 3 |
| Switch | Non performing Under priced stocks. Switch | 6 |
Portfolio Vs Market
Comparison of portfolio PE Ratio with Nifty PE Ratio.
| Trailing 12 months → | Last but Second TTM | Last but One TTM | Previous TTM | Latest TTM |
|---|---|---|---|---|
| Portfolio Earnings in (₹) | 54512 | 54509 | 53844 | 53844 |
| Portfolio Value in (₹) | 1870713 | 1571386 | 1825005 | 1823706 |
| Portfolio PE ratio | 34.32 | 28.83 | 34.02 | 34.00 |
| Nifty PE ratio | 21.20 | 22.45 | 22.61 | 22.32 |
Portfolio with PE ratio higher than Nifty implies lower chances to beat Nifty return.
How not to lose anymore?
Allow proven processes to identify and include only growth stocks.
Make sure your portfolio PE ratio, with only good stocks included, is lower than Nifty’s.
Drop stocks that are not performing.
Success will follow you by default
Tested & trusted by 50,000 + Clients,
Our processes keep an eye on all your stocks 24/7 and send out alerts.
Process ensures industry diversification.
Our system helps you automate execution of advises.
Top Vivekam stocks today
About Vivekam
Vivekam Financial Services Pvt Ltd is a SEBI Registered Investment Advisor (RIA) set up in 2010 offering 100% customised, unbiased investment products for every type of investor.We are currently serving 36,000+ clients directly and through collaborations with brokerages like Motilal Oswal, Sharekhan, Tradewell Securities amongst others.
Our proven products and processes have helped investors generate superior returns over the past. With our fees linked to the performance of our products, our interests are always aligned with our clients.
We work with clients of any of these brokers, seamlessly
