Model Portfolio: One Year Performance Review



The model portfolio which was created with an initial capital of Rs.1,00,000 /- on 21st March 2013 completed one year of existence on 21st March 2014. I feel very happy to say that in-spite of very challenging  macro and micro economic situation in India, our model portfolio has outperformed benchmark Nifty by huge margin.

Model Portfolio snapshot as on 21st March 2014:



As can be seen from the Nifty chart below, during the period from 21st March 2013 to 21st March 2014, Nifty has delivered an absolute return of 14.74% while our model portfolio has generated 29.1% return based on the closing price of stocks held in the portfolio as on 21st March 2014.

Nifty Performance Since 21st March 2103
I thank all my esteemed readers for encouraging me to run this model portfolio and congratulate all the investors who have benefited from this exercise. 

Let's gear up to perform even better in the coming year.

Best of Luck
Amit Agarwal
Founder - Author
InvestorZclub



2 comments:

Anonymous said...

Am I reading it correctly ?? Purchase value is 131,650 and market value now is at 129,106. How did you outperform ??

Amit Agarwal said...

The portfolio was started with Rs.1,00,000 on 21st march 2013 and as on 21st March 2104 it stands at little over 1.29 lakhs at market value. 1.31 lakh is the portfolio value based on cost as some of the stocks have fallen from their purchase price but have not been sold. Pls checkout Amit Agarwal Portfolio (marquee on the right side bar) to understand it in detail.

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