Smart VERC : Smart Philosophy

Choose 20 high-quality stories with appealing valuations & strong management teams.

Invest with proper weightages

Discard volatility. Be rational.

Invest new savings regularly. Re-invest Dividends.

Be rational.

Exit: Admit a mistake, stock overvalued, or better opportunity arises.

Be patient for the potential of significant long-term compound returns.

Avoid attempting to predict the market, and remain invested all the time.

Identify companies projected to maintain consistent financial growth while excluding one-time income/expenses.
Remove companies with prolonged losses and stocks with limited liquidity.
Apply filters: scalability, margins, moat, capital use, debt-equity, promoter stake, credibility, dividends, and more.
Analyze the company's financial parameters over recent years to unveil underlying trends.
Identify compelling future prospects and growth opportunities.
Assess stocks' resilience in worst-case scenarios.
Using a proprietary methodology, qualitative & quantitative inputs are combined to assess the stock's actual value.
Include stocks within +/- 30% of estimated worth in the watch list.
Pick the stocks priced at least 25% below estimated worth, with an associated risk level.
Set stop-loss levels, weightages, and ensure a reasonable margin of safety for recommended stocks.
Distribute recommended stocks to services based on visibility, investment horizon, and target returns.
Track vital updates: quarterly results, orders-intake, ratings, earnings calls, and production/sales data.
Review regularly and update watch-list stocks as needed.
Keep subscribers informed about significant updates.
Recommend stock exits before reaching target price or stop-loss, if necessary.
Adjust target price, stop-loss, weightage, and risk category as required.
Exit stocks once their full potential is realized.

Smart Philosophy