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WhatsApp Group Performance

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Dear Investors,

We have been on Whatsapp since Feb-21 and have produced 70 recommendations in eight months (as of 8th Oct-21).

USP: It’s a low cost solution (INR948/- p.m.) to our prospective investors who would in future subscribe to our Portfolio Advisory


Group Description

The group is named elite-investors@dvscc.in


Key Benefits

Performance of Our Past Recommendations**:

You can check the details in the PDF (“Summary of DVSCC’s Recommendations”) given herewith.


Excerpts

Monthly Gains: Feb 2021 to 8th Oct 2021

Month No of Recommendations Given Gain % DVSCC Gain % NIFTY Our Outperformance
Feb 2021 7 54.2 16.7 (15314 to 17895) +37.5% (Outperformed)
March 2021 9 34.6 21.03 (14761 to 17895) +13.5% (Outperformed)
April 2021 8 22.6 20.1 (14867 to 17895) +2.5% (Outperformed)
May 2021 11 26 22.1 (14634 to 17895) +3.9% (Outperformed)
June 2021 6 22.5 14.7 (15574 to 17895) +7.8% (Outperformed)
July 2021 6 8.4 13.9 (15680 to 17895) -5.5% (Underperformed)
August 2021 12 7.2 12.48 (15885 to 17895) -5.28% (Underperformed)
September 2021 8 0.7 4.64 (17076 to 17895) -3.94% (Underperformed)
October 2021 3 1.1 1.6 (17618 to 17895) -0.5% (Underperformed)
Total 70 Average between Feb-Oct =6.7% (Outperformed)

1. After the end of eight months, we’re still outperforming NIFTY by fair margin, outperformance is by ~11% when we take into account first 50 recommendations i.e. till July-21 (as those recommended in Aug/Sep/Oct haven’t had enough ti,e to grow)

2. Only July onwards months performance is in negative, the main reasons for that is –ours is counter-trend strategy, which needs time to act

3. Notably our monthly performances of Feb (54.2%), March (34.6%) all outperform NIFTY (18%) by multiple times, i.e. the longer our stocks are held, better they perform

4. Comparison of our Recommendation’s Returns (vis-à-vis NIFTY 50) on risk adjusted basis:

We have chosen Treynor Ratio to remove advantage of higher risk that may occur with individual stocks. T Bill Rate (risk free rate) is taken as 6%

  • a. Treynor ratio of DVSCC’s Recommendations: (23.7-6)/1.08 = 16.39 (Beta of equal weighted portfolio of our 70 recommendations is 1.08)
  • b. Treynor ratio of NIFTY 50 (benchmark index): (18.02-6)/1.00 = 11.98 (Beta of Nifty 50 is obviously “1”)
  • c. One can observe that even on risk adjusted basis DVSCC has outperformed NIFTY 50 by 1.35 times or by 35% in the span of eight months


N.B. Those who understand the investment industry and the nitty gritty of it, would appreciate that it's the risk adjusted performance that really counts

And we have performed on that front too, we have outperformed Nifty 1.35 times on risk adjusted basis


Impact of our Active Portfolio Management:(not reflected in our WA group performance):

S.No Stocks Price @ which we Sold CMP-03/09 Benefit/Gain %
1 Auto Axles 1500-1520 1260 (bought back) 20%
2 Intellect Des 840 652 22.4%
3 Aurion Pro 228 202 11.4%
4> Paisalo Digital 690 610 (bought back) 11.6%
5 Shree Cement 29200 27500 (bought back) 5.8%
6 Spandana Sphoorty 740-790 645 (bought back) 18.0%
7 DFM Foods 419 340 18.9%
8 Hester Bio 2800-2940 2265 (bought back) >20%
9 Chemfab Alkal 184 158.2 (bought Back) 15.8%
10 Wendt 4935 4500 (bought back) 8.2%
Average Gain 14.5%

N.B. 1. Above 14.5% gain is over and above what would have been by “Buy and Hold” strategy

2. All the above trades can be verified from the trades executed in our existing investor’s account


If you need latest performance of our WA group recommendations, whatsapp us at +91-83949 55932 or email us at info@dvscc.in

How to Join ?


One can UPI 3 months/6 months/9 months fee @ INR948/- p.m. at UPI: dvscc@kotak , send the payment proof at our WhatsApp or email, we’ll add him within 12 hours of receipt of such message


Any Query?

Please whats app us at +91-83949 55932 or email us at info@dvscc.in

Thanks for your interest


Dr. Sandeep, Gupta
MBBS, MBA (University of Melbourne), CAIA
Founder of DVSCC
www.dvscc.in
Email: info@dvscc.in
WA: +91-83949 55932

** Past performance is no guarantee of future performance too

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