Smart VERC's inaugural offering, 'Smart Gains,' debuted in 1998, benefiting more than 11,200 investors since its inception.
Outperform the market with medium-term returns, ensuring safety through strategic stock selection, emphasizing temporary narratives, leveraging market dynamics, and maintaining a rational approach.
In the short run, stock price fluctuations are typically driven more by market conditions than by the particular company's storyline. However, over time, the stock price becomes increasingly tied to the company's story rather than market fluctuations. When the market is on an upswing, stocks recommended by Smart Gains often reach their target values well before the originally intended holding period. Furthermore, even in other scenarios, these targets are achieved earlier than the suggested period due to conservative estimates. The 'Open Recommendations' count typically falls below 10 during strong market performance.
Another contributing factor to these impressive returns is the disciplined and rational approach adopted by Smart VERC.
Please note that recommendations for penny stocks are not offered, and stocks with thin trading volumes are avoided.
Investors who:
The stock selection philosophy is centered on determining fair value through a comprehensive analysis of fundamentals, unraveling the underlying narrative, and projecting future earnings. Recommended stocks are chosen carefully to ensure a substantial margin of safety. This analysis spans at least three years of financial performance, company activities, future growth drivers, and an assessment of management quality. It also considers factors expected to drive stock price growth, including shareholder friendliness, fluctuations in raw material prices, book value, change in promoter equity stake, dividend payout, P/E ratios, and PEG ratios.
Furthermore, research reports succinctly explain target price valuations. The focus is primarily on identifying 'growth' stocks, but recommendations for 'value' stocks are also included. The approach is all-encompassing, considering companies of all sizes for evaluation.
Ongoing Stock Monitoring A dedicated research team vigilantly observes the recommended stocks, and subscribers receive regular updates on significant events, including financial results, rating upgrades, management outlook, and sector-specific updates. These reviews continue until a decision is made to exit a particular stock.
As per SEBI regulations, we cannot publicly disclose the accuracy or performance of our recommendations. However, we design our stock recommendations to optimize the risk-reward ratio with a strong focus on risk management. Each recommendation undergoes thorough risk analysis, and we transparently communicate associated risks. Stop-loss and target prices minimize risk while maximizing potential returns. Timely execution and proper capital allocation are the keys to achieving optimal results.
We aim to provide well-researched, risk-managed calls to help you make informed decisions.
With each recommendation, you can access a comprehensive research report on the website. This report provides an in-depth analysis of the company, which includes an assessment of its recent developments, financial performance over the past four years, latest quarterly results, competitive advantages, future strategies, projected earnings per share, market position, critical insights obtained from the latest annual report, conference calls, company presentations, management discussions, and sector outlook. Furthermore, the report delivers specific recommendations for the target price, stop-loss level, and investment duration, as well as guidance on how much of the stock to allocate within your overall portfolio.
For an investor with a Rs 5 lakh portfolio, a one-year subscription, costing not even 2.5%, is a small expense considering the substantial historical returns, valuable learning, and favorable market perception it provides.
If you found this product interesting, consider delving into "Smart Gems."
Smart Gains, available for under Rs 35 per day, can enhance your portfolio returns for less than the cost of your daily morning tea.
How the subscription works: Click here
Investors may choose to purchase additional shares of a company if the following conditions are met:
Publication Schedule:
The service is updated every Wednesday by 11 AM. Buy and Sell notifications are shared through WhatsApp, Email, and the Mobile App.
Contents and Features:
Pick of the Week:
By following these guidelines, you can make the most of the Smart Gains service and tailor your investments to meet your financial goals.
Notifications for the subscribed product will only be received on the mobile app when you are logged in.
Do not invest in a stock if it has reached the target price or stop loss, if the holding period has ended, or if it was exited for other reasons. Likewise, avoid stocks that are close to their target or stop loss. In all other cases, investment is possible.
The stock entry and exit recommendations along with other key information are delivered through a Mobile App notification, Email, and WhatsApp.
Each investor has a unique risk profile, so stock allocations should reflect your risk tolerance.
Over the past five years, the average number of 'Open Recommendations' across Smart Gains and Smart Gems has been 20 stocks. As a result, we have assigned an equal weightage of 5% to each stock recommended under these products. You may adjust this weightage based on your risk appetite.
Stop Loss is like Health Insurance, whose importance we genuinely understand when we fall sick.
Stop Loss is not desirable from the long-term point of view. In fact, until a couple of years ago, we did not provide Stop Loss.
We started providing Stop Loss due to the following reasons: -
We are addressing the stock investment needs of an average risk-return profile investor. By eliminating the ‘Stop Loss,’ there is a likelihood of high volatility, which, at times, may lead to heavy Losses for conservative investors.
Given above,
Smart Gems: Under this scheme we suggest a Stop Loss at about 30% below the recommended price. Being a long-term recommendation, we shall further increase the depth of Stop Loss if the price approaches ‘Stop Loss’ and may change its weightage if desirable.
Examine your portfolio and ensure each stock has the assigned weightage as our recommendation indicates. No sector should make up more than 15% to 20% of the portfolio. This will allow the funds freed up to be invested in future recommendations.
Firstly, upon a recommendation to divest from the stock, we discontinue monitoring its performance, making it difficult to provide further guidance.
Secondly, how will you be informed of any changes in our opinion if we recommend you maintain your investment in the company?
One of the solutions could be to have a dynamic Stop Loss in place. If the stock price falls below the Stop Loss, it would be wise to exit the position. Don't forget to adjust the Stop Loss if the stock price rises. Lastly, continuously monitor the company's developments that can impact its earnings.Smart VERC reserves the right to suspend or discontinue research services if SEBI suspends or cancels our registration. In such an event, the remaining subscription amount will be refunded. Please note that refunds are not applicable under any other circumstances.
Here at Smart VERC, you have one point of contact on Phone, WhatsApp, and Email: a highly-skilled, detail-oriented individual who can resolve almost all your issues.
