Objective 

Over a period of time, an investor accumulates stocks in his portfolio bought on the advice of various sources but could not offload them at appropriate time due to emotional attachment or any other reason. Investor is unable to decide, whether to hold or sell the stock, as he is not aware of the company activities. At times he refuses to sell as the ruling price is way below the purchase price.

Dr. Smart perfectly suits such investors. Our research team will advice you on individual stocks, whether to Buy more, Hold or Sell. Also, if required new stocks shall be advised to balance your portfolio for optimum returns.

“Mr. Investor” and his investment behavior

Period : 2003 to 2007

Mr. Investor (Retail as well as HNI) goes on accumulating the stocks based on advice of friends, brokers, advisors, investment magazines, newsletters and other sources without bothering much about the company credentials. All the stocks keep on rising and he feels himself at the top of the world.

Period : Jan.’08 to Sep.‘08 

Market changes direction, these stocks start rolling down much faster than the Indices (Sensex/Nifty). These companies in particular with not-so-strong Balance Sheet, bear the brunt of the weakening economic fundamentals (high interest rates, rising raw material prices, slackening demand etc).

Period : Post Sep.’08 

With subsequent quarterly results not-so-encouraging, these stocks may plunge and finally Mr. Investor will decide to hold the shares for long term (bought with the objective of short term) in the hope of getting an opportunity some day to exit at his buy price or, he may opt for exiting the stock market forever. Occasionally Mr. Investor may succeed, but most of the time it only adds to the already long list of such stocks in ones' portfolio. Also, it has been observed - stocks which he dares to sell (mostly which have fallen the least) touch dizzy heights in the next boom.

Mr. Investor gets confused - What to Sell ?, What to Hold ? And, What to Buy ?

In view of the above and fast changing domestic economic fundamentals (falling Inflation, falling commodity prices and crude, Nuke deal clearance by NSG etc) and International events (Fallout of Lehman Brothers, takeover of Merill Lynch by BoA, Bailout of AIG by Fed etc) need has arisen for investors to review their stock portfolio and restructure if required.

To help Subscribers we have launched a new service - Dr. Smart. Our research team is fully equipped with necessary tools to analyse your complete equity portfolio with respect to Risk, Return, Stock/Industry weightage and give you advice on individual stocks, with brief comments. If required we may even suggest further infusion of funds. Similar service was offered about Three years back, 87% subscribers availed the offer and reaped handsome returns in the subsequent period.

Note : Complete privacy shall be maintained of your portfolio details. In no case details shall be disclosed to anyone.

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