Saturday, March 21, 2015

Model Portfolio: Annual Performance Review - 2015

Having started "Amit Agarwal Model Equity Portfolio" on 21st March 2013, primarily to educate investors on stock selection, diversification (risk management) & portfolio management, the practice completes it's 2nd year of existence and has come a long way in terms of popularity and acceptance among small investors/ traders/ students. 

The detailed performance review of the portfolio at market value as on 21st March 2015 is given below:

Nifty vs Model Portfolio 2 year performance comparison
Last year the model portfolio outperformed Nifty by 100% while this year the model portfolio has outperformed Nifty by 42%. On a 2 year basis the portfolio has delivered an absolute return of around 90% while Nifty has appreciated by 53% during the same period. 

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