Suitable for investors who have moderate to high risk appetite, want to run for profit and have surplus funds. It is highly recommended for investors with high net worth and can wait for their investments to yield desired returns or to those who intend to build need based corpus.
BIO-Growth is based on a strategy that allows creation of a portfolio of growth oriented stocks which are allowed to run their full course of profit. Like other ViVeKam’s products, BIO-Growth can also be customized to suit client’s personal needs by allowing the client the choice of number of stocks in his portfolio. Portfolio protection through appropriate diversification among industries is built in all products of ViVeKam.
The stocks in the portfolio shall be reviewed every quarter to ensure productivity of the portfolio. Sale of stocks is suggested only when the stock price reaches the perceived price level as defined by ViVeKam’s Stock Value Logic or when the operating results fail to enthuse. Dividends during the holding period add to the annual return.
Any cash released on sale of stocks or portfolio will be invested in exchange traded liquid instruments that earn daily interest.
For how long?
ViVeKam’s analysis of past 11 years data suggests a minimum period of 3 years to achieve the optimal results of the product.
Core Concept used for: BIO-Growth
“Don’t put all your eggs in one basket” is the foundation for any Portfolio Strategy. At ViVeKam, we not only understand the essence but also the limitations of this axiom.
Our research helps us assert that every stock, sooner or later, shall complete its price discovery process. And a successful investor is one who does not emotionally attach himself to any stock but uses the stock to create wealth for himself.
In-house developed algorithmic logic enables the creation of a portfolio of stocks whose true prices have not yet been discovered by the market. The logic is so designed to identify, periodically review and regularly process only stocks that are likely to achieve price growth in the near future.
The core competency of the logic is to stay with Market Winners and not just Market Leaders. Provided the stock is fundamentally strong, every stock is equally important and relevant. This ensures to drive away emotion, develop discipline and oppose herd behavior – the mantras to successful portfolio strategy!
Convinced with the above stated principles, none of our clients are overtly surprised when 88% of the logic selected stocks have appreciated by more than 10% in 3 months from the date of announcement of quarterly results.