SMILES-Growth can be used by investors with regular sources of savings arising out of income such as salary, rental income, pension, agricultural income etc. and with an intention to invest regularly in instruments that have a high potential for growth. Highly advisable for investors who have moderate to high risk appetite and can wait till price discovery process is completed to ensure maximum profit is derived.
ViVeKam will focus on creation of portfolio with stocks that have the potential to grow in the near future. Like other ViVeKam’s products, SMILES-Growth can also be customized to suit client’s personal needs by allowing the client the choice of monthly investment amount, number of stocks in his portfolio etc. Portfolio protection through appropriate diversification among industries is built in all products of ViVeKam.
Every month ViVeKam will invest in stocks that have high intrinsic value but are under priced. Such stocks are so selected based on logic built rankings that are reviewed daily. The stocks in the portfolio are also reviewed every quarter to ensure productivity of the portfolio. Sale of stocks is triggered only when the stock price reaches the perceived price level as defined by ViVeKam’s Stock Value Logic or when the operating results of the stock have failed to enthuse. Dividends during the holding period work as added flavor.
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 extensive research and highly experienced team encourage clients to invest in this product for a minimum period of 5 years to achieve the optimal results.
Core Concept used for: SMILES-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.