"Smart Gems" was added to the basket of products in 2007. Since its inception, more than 7600 investors have benefited from this product.
Achieve superior long-term returns, surpassing the market, with a substantial margin of safety and leveraging the power of compounding for significant gains.
This product focuses on identifying emerging blue-chip companies characterised by solid fundamentals, established promoters, scalable products, and a high degree of medium to long-term visibility, usually spanning 2 to 5 years. In the long term, the correlation between stock price and company earnings is notably strong, eclipsing the impact of market fluctuations. Frequently, target goals are surpassed before the recommended timeframe due to more robust-than-anticipated company narratives. It's not solely the growth in company earnings but also the expansion in valuations that drives a swifter ascent in share prices. The 'Open Recommendations' count typically ranges between 20 and 30 during robust market performance periods.
Another influential factor contributing to these remarkable returns is the disciplined and logically grounded approach implemented by Smart VERC.
As a policy, we do not provide recommendations for penny stocks and thinly traded stocks.
This product is ideal for investors who want:
The stock selection approach revolves around establishing fair value through a comprehensive analysis of fundamentals, uncovering the underlying narrative, and forecasting future earnings. Stocks are meticulously chosen to provide a significant buffer of safety. This analysis spans at least four years of financial performance, company activities, future growth catalysts, and an evaluation of management quality. It also considers factors expected to propel stock price growth, such as order book strength, management changes, shareholder-friendly policies, sector prospects, etc. Key metrics are thoroughly assessed, including a robust narrative, book value, promoter equity stake, dividend payouts, P/E ratios, and PEG ratios.
Moreover, research reports concisely outline target price valuations focusing on identifying 'growth' stocks. The approach is all-encompassing, encompassing companies of all sizes for evaluation.
Continuous Stock Surveillance: A dedicated research team consistently monitors the suggested stocks, ensuring subscribers receive periodic notifications about noteworthy developments, including financial performance, rating improvements, management forecasts, and sector-specific insights. This monitoring continues until a decision to sell a particular stock is made.
As per SEBI regulations, we are not permitted to publicly disclose the accuracy or performance of our recommendations. However, our stock recommendations are carefully designed to balance risk and reward, with a strong emphasis on risk management. Each pick undergoes a rigorous risk assessment, and we ensure complete transparency regarding associated risks. Stop-loss and target prices help limit downside while maximizing potential gains. Successful investing depends on timely execution and strategic capital allocation.
Our goal is to provide well-researched, risk-conscious recommendations to empower you with informed investment decisions.
For every recommendation, you'll find a detailed research report accessible on your website dashboard. This report encompasses a thorough analysis of the company, incorporating an examination of its recent developments, financial performance from the past four years, competitive advantages, future strategies, projected earnings per share, market position, key takeaways, and pertinent insights derived from the latest annual report, conference calls, company presentations, management discussions, and sector outlook. Additionally, the report offers precise suggestions for the target price, stop-loss level, and investment timeframe, along with the recommended stock allocation within your overall portfolio.
For an investor with a Rs 10 lakh portfolio, a one-year subscription, costing not even 1.5%, 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 Gains."
Smart Gems, available for under Rs 40 per day, can enhance your portfolio returns for less than the cost of your daily morning coffee.
How the subscription works: Click here
Investors may choose to purchase additional shares of a company if the following conditions are met:
Stock Recommendation Schedule:
Research Report:
Notifications:
Reviews:
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.We typically recommend around 15 stocks per year, with an average holding period of 3 years. As a result, we will probably have approximately 40 open positions at any given time, assuming we exit 10% of our holdings prematurely.
If you're wondering how to choose stocks from our recommendations, we provide complete research reports for all our picks. You don't have to purchase all the stocks; you can select the ones that best suit your investment preferences, such as risk profile, investment horizon, company size, market capitalization, sector allocation, management quality, expected returns, and more. All of our recommendations are good, and it's up to each investor to select the ones that align with their investment goals.
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.
