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PastPerformance

The historical performance is a combination of many macro and micro parameters. Past returns should be used to judge the quality of a portfolio but not to predict its future performance

 

Kalkine US Diversified Opportunities Portfolio 

Performance of Kalkine's US Diversified Opportunities Portfolio over the time frame 

  • Below we present performance for stocks included in Kalkine's US Diversified Opportunities Portfolio (Hypothetical) for the year 2021-2022 starting April 14, 2021 till April 13, 2022. Generally speaking, digital era is driving transformation across almost all the sectors across the globe. The US Diversified Opportunities Portfolio focused on diversifying investments across the heterogeneity of US stock market to balance risk and reward. 
  • Looking at the prospects, Kalkine introduced its ‘US Diversified Opportunities’ on May 06, 2021. Our Hypothetical US Diversified Opportunities Portfolio includes a series of growth, defensive, cyclical stocks and others that have been evaluated fundamentally and/ or technically. These stocks are aimed at providing opportunities across the heterogeneity of US stock market and balance risk and reward.  
  • Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine Diversified Opportunities Reports using stock prices at the date of publication. The performance has been verified by an independent accounting firm. More details on the methodology can be obtained from the 'Performance Methodology' section that gives a snippet of approach used for calculating the performance. Portfolio Performance has been compared against NYSE and NASDAQ  Composite Index (weightage of index assigned according of number of stocks covered from the respective indices) 
  • All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation. 
  • We encourage you to think of investing as a long-term pursuit. 

Data Source: Kalkine, REFINITIV, for respective period mentioned above.

Kalkine US Diversified Opportunities Portfolio 

Below is a snippet of the methodology used for KALKINE Portfolio Performance Calculation 

KALKINE US Diversified Opportunities Portfolio Performance (Year-on-Year) 

Recommendations under Kalkine’s US Diversified Opportunities Portfolio  (Hypothetical) for the year 2021-2022 (period from 14 April 2021 to 13 April 2022).  

Generally speaking, Kalkine US Diversified Opportunities Portfolio represents a hypothetical portfolio, and this consists of stocks that appear to be providing good value while commanding decent valuations and investors can benefit from portfolio diversification across the different stock market categorization, sectors and recurring income generating stocks (Dividend stocks).  

Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine US Diversified Opportunities Reports using stock prices at the date of publication. 

It is also prudent to note that performance of stocks included in Kalkine US Diversified Opportunities Portfolio  (Hypothetical) has been calculated based on their price values during the specific time period in order to give ‘as-on-date’ performance picture.  

Where a stock has been recommended multiple times, the average price is taken into consideration. We might need to provide update on a stock several times during a year or for the length of coverage and for that reason the average BUY price is taken into consideration.  

Performance figures quoted do not take into account transaction fees and charges. The profits or losses are hypothetical and include dividends or distribution for the length of the coverage until the recommendation is designated as closed.  

The performance has been verified by an independent accounting firm.  

All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation. 

We encourage you to think of investing as a long-term pursuit. 

Note: For any benchmark index return, proportional dividend yields have been taken onto account as per the information available 

Kalkine Portfolio Performance USA  

Fast-track guide to how our portfolio performed during 2021-2022 

  • Below, we present the performance of stocks included in Kalkine Portfolio- USA for the year 2021-2022, starting from April 14th, 2021, till April 13, 2022. 
  • Our performance figures are hypothetical and based on recommendations and respective prices mentioned in the report. The performance has been verified by an independent accounting firm. More details on the methodology can be obtained from the 'Performance Methodology' section that gives a snippet of the approach used for calculating the performance. 
  • All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation. 
  • We encourage you to think of investing as a long-term pursuit. 

 

Data Source: Kalkine, REFINITIV, for respective period mentioned above.

Hit Ratio refers to number of stocks yielding positive returns (greater than 0%) divided by total number of stocks covered during the review period i.e. ?from 14th April 2021 to 13th April 2022.  

Kalkine Performance Methodology 

Recommendations under our product portfolio (Hypothetical) for the year 2021 (from April 14th, 2021, till April 13th, 2022) have been used for the calculations presented in the section ' Kalkine Product Portfolio Performance- USA 

  • Our performance figures are hypothetical in nature and based on recommendations from Kalkine Reports and respective stock prices mentioned in these reports. 
  • It is also prudent to note that the performance of stocks included in various product portfolio (Hypothetical) has been calculated based on their current price values during the specific time periods in order to give an 'as-on-date' performance picture. 
  • Where a stock has been recommended multiple times, the average price is taken into consideration. We might need to provide an update on stock several times during a year or for the length of coverage, and for that reason, the average BUY price is taken into consideration. 
  • Performance figures quoted do not take into account transaction fees and charges. The profits or losses are hypothetical and include dividends distribution for the length of the coverage until the recommendation is designated as closed. 
  • The product portfolios mentioned here are part of the Kalkine Portfolio- USA, the performance of which has been verified by an independent accounting firm. 
  • All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation. 
  • We encourage you to think of investing as a long-term pursuit. 

Disclaimer: For any benchmark index return, proportional dividend yields have been taken into account as per the information available.  

Kalkine Global Green Energy Portfolio

Fast track guide to how we performed over the last one year:-

  • Below we present performance for stocks included in Kalkine’s Global Green Energy Portfolio (Hypothetical) for year 2021 (2nd Dec 2020 – 1st Dec 2021) and year 2022 (2nd Dec 2021-1st Dec 2022). Typically, Kalkine’s Global Green Energy Portfolio represents hypothetical portfolio and it consists of globally listed stocks (Australia, US, Canada, UK, and New Zealand) with decent fundamentals from renewable energy space such as wind, solar, hydro, and geothermal producers, independent power producers, natural gas providers, equipment manufacturers, and service providers etc.
  • Dividend Yield for the Benchmark Index is assumed to be in-line with the yield provided as per the portfolio stocks during the said period.
  • Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine Reports (such Global Green Energy Reports and respective daily reports) using stock prices at the date of publication. The performance has been verified by an independent accounting firm.

Kalkine Global Fully Charged Portfolio

Performance of Kalkine's Global Fully Charged over the time frame

  • Below we present performance for stocks included in Kalkine’s Global Fully Charged Portfolio (Hypothetical) for year 2021 (23rd Feb 2021 – 1st Dec 2021) and year 2022 (2nd Dec 2021-1st Dec 2022). Typically, Kalkine’s Global Fully Charged Portfolio represents hypothetical portfolio   represents hypothetical portfolio and it consists of globally listed stocks (Australia, US, New Zealand etc.) with decent fundamentals from the battery-cell and auto manufacturers, chemical businesses, solar and utility operators, lithium-ion battery manufacturers etc.
  • Dividend Yield for the Benchmark Index is assumed to be in-line with the yield provided as per the portfolio stocks during the said period.
  • Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine Reports (such Global Fully Charged Reports and respective daily reports) using stock prices at the date of publication. The performance has been verified by an independent accounting firm.


Data Source: Kalkine, REFINITIV, for respective period mentioned above

 

Note 1: The performance numbers do not take into account any transaction fees or charges levied

Note 2: Hypothetical performance may differ materially from results or returns ultimately achieved. Past performance is not a reliable indicator of future performance.

Performance of Kalkine's Global Big Money Portfolio over the time frame

  • Below we present the performance for stocks included in Kalkine's Global Big Money Portfolio (Hypothetical) for the years 2021-22 (starting August 04, 2021, till August 4, 2022). Generally speaking, and given the uncertainty in the market at large, fundamentally sound stocks in mid-cap to blue-chip space can be considered for hedging the risk, adding alpha to a portfolio.
  • With this backdrop, Kalkine introduced its ‘Global Big Money Report’ on August 04, 2021; and our Hypothetical Global Big Money Portfolio includes a series of stocks that have been evaluated fundamentally and/or technically. These stocks are typically aimed at providing sustainable dividend income or can act as a defensive bet against volatility in the market.
  • Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine’s Global Big Money Reports using stock prices at the date of publication. The performance has been verified by an independent accounting firm.
  • Dividend Yield for the Benchmark Index is assumed to be in-line with the yield provided as per the portfolio stocks during the said period.
  • All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.
  • We encourage you to think of investing as a long-term pursuit.

Note 1: The performance numbers do not take into account any transaction fees or charges levied.

Note 2: Hypothetical performance may differ materially from results or returns ultimately achieved. Past performance is not a reliable indicator of future performance.