Equity Portfolio Advisory
Brokers vs Advisors
Brokers
- Frequent buying and selling.
- Focus is on to generate brokerage.
- Early exit from a potential multibagger.
- Focus on short term gains.
- Frequent buying and selling.
- Win-Lose situation wherein brokers generate brokerage despite client’s mediocre returns.
Advisors
- Consistent buying.
- Focus is on to generate client’s wealth.
- Timely exit based on current quarter earnings or expected earnings growth.
- Focus on long term wealth creation.
- Incorporates goal-based advisory (for retirement or for child’s education).
- Win-Win situation wherein advisors make money only when client’s make money.
Equity Portfolio Advisory
Recommendation of 10-15 stocks (one recommendation/month) with research reports.
When to buy, how much to buy and when to sell; we advise at all 3 stages.
Regular updates (news, quarterly earnings update) on all our recommended stocks.
One time Stock Portfolio review.
Power of Equities!
Index/Markets(Nifty 50) have generated a CAGR return of 12% over the last 10 years, our goal is to compound capital at 22-30%.
When we look to Sell
Holding period: We typically enter during high growth phase of the company and hold these companies for 6-36 months.
What should not be Expected:
- Do not subscribe if you are looking for intraday or short term gains.
- Do not subscribe if you cannot systematically invest some amount every month.
- Do not subscribe if you have an investment horizon of less than 2 years.
- Do not subscribe if you cannot withstand price volatility, and consistently buy during periodic downturns. Biggest money is made when one invests in periodic downturns.
- Do not subscribe if you look to book profit after every 10-20% up move and cannot hold companies for 1-3 years.
Marquee Investment Managers is an investment advisory firm which focuses on medium and long term wealth creation.
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