Building a stocks portfolio is never easy. Even if you build one to begin with, keeping it on track can turn out to be a nightmare.
I always wanted a stocks portfolio for myself but wanted the right person to guide me.
Things changed a little last year when I got in touch with Amey Kulkarni. Over several conversations, it became clear that I could not find a better person to build a stocks portfolio. In fact, we extended it further and built a service – Wealth Compounders – which even you can use.
What is so different about Wealth Compounders?
First the background.
Amey’s thought process is clear. He is looking for well run businesses that do not need a lot of external capital and grow substantially using their internal cashflows. Some of them may almost operate like a monopoly. Of course, they have to be available at a fair price too.
In essence, we are not running after anything fancy / speculative. We need the multi baggers but with the right approach, not in a speculative fashion. Investing has to be done like investing.
And for this purpose, Amey keeps his head down and spends hours doing research on various businesses. In fact, his strength is that he goes lengths to find ways to find reasons to say NO to a business.
Trivia: Amey has found businesses which have gone to become popular with institutional investors.
By the way, he is also an expert in forensic analysis of financial statements, which comes in handy while evaluating the real going ons in a business.
So, back to the point. Amey and I have now collaborated to start a direct stocks portfolio service – Wealth Compounders.
When you subscribe to this service, you get a ready portfolio of high quality businesses. The portfolio is rebalanced on a quarterly basis, that is, any change in allocations or removing / adding a business happens once in a quarter.
We have hosted this portfolio on the SmallCase platform, which means you just have to subscribe and everything else will be taken care of. Buying, selling, rebalancing – all of it based on one click approvals from you.
You own the stocks of the portfolio in your name in your demat account.
I suggest that you go and have a look at more details about this Wealth Compounders portfolio here.
A few things you should know
You will notice that the portfolio was started in Feb 2021 and you will wonder what is the track record of this portfolio?
Well, the portfolio was put on smallcase in Feb 2021 but the strategy has been in existence since 2017. It is the platform which is new, not the strategy.
Why is there a percentage based fees?
To align the fees with the amount that you invest and to ensure that we are able to work on this strategy full time and help you build wealth over a period of time. If you notice, even mutual funds charge a fee 🙂
How much return should I expect?
We work on the assumption that over a period of 5 years, the portfolio is likely to deliver a 15% CAGR.
Can I do a SIP in this portfolio?
Of course, you can. In fact, I suggest that you should do a SIP and let the portfolio build over the next few years. Having said that, you may put in a lump sum to begin with.
If you have any further questions or wish to know more, please do write to me at email@example.com