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Alpha Plus Portfolio
Katalyst Wealth, June 2012
Key features of Alpha Portfolio Plus subscription include:
ONE ALPHA PLUS STOCK EVERY MONTH
You will get a detailed and easy to understand report (covering sector analysis, detailed analysis of the past record of the company, Management Q&A based on meetings with the management, price target and time frame) of 1 Alpha stock idea every month. Since most of Alpha's stock ideas will be from Mid cap space, a meeting with the distributors, the competitors and the management of the company is considered an integral part of the research and ask the tough questions that others can't or won't. These would be high quality businesses: stocks of companies which:
- Have the ability to generate high returns on capital employed because of the presence of a sustainable moat;
- Can grow earnings at a rapid pace without requiring access to outside capital markets;
- Are run by able, honest, and owner-oriented managers; and
- Can be purchased at valuations where the growth component of value comes free.
5-6 SPECIAL SITUATIONS/ARBITRAGE OPPORTUNITIES IN A YEAR
Alpha believes in beating market returns hands down without taking large risks and thus use Special situations/Arbitrage Opportunities as temporary parking places for cash waiting to be invested in high-quality businesses.
Risk arbitrage opportunities constitute opportunities arising out of announced corporate transactions such as takeovers, mergers, de-mergers, special dividends, share buybacks, and bankruptcy restructurings.
These are the opportunities with the high margin of safety because Special situations are to a certain extent immune from the regular Market risks and volatility. Since such opportunities are very few and occur at irregular intervals, Alpha has mentioned 5-6 opportunities in a year.
REAL-TIME BUY AND SELL ADVICE
Receive instant e mail/sms notifications when the team is about to invest a portion of their real-money portfolio in a portfolio candidate — or when they're ready to trim a position they're no longer sure of.
A MODEL PORTFOLIO
Get a Model Portfolio every month which you might want to replicate at your end.
ALPHA PLUS WEEKLY
Get the latest news on Alpha's recommendations straight from the research pit, so you'll always know exactly where the recommendations sit and where they're headed next
INVESTING LESSONS
Everything you need to become a better, more intelligent investor. From the ins and outs of financial statements to valuing companies — you receive new lessons every month.
24X7 CUSTOMER SUPPORT
User Profile: Is Alpha Plus suitable for you?
Check the user profile to determine if Alpha plus portfolio is suitable for you or not:
An investor who is...
- willing to invest in high quality businesses, but at the same time willing to invest in opportunities arising out of inefficiencies in the Indian stock markets such as Cash Bargains, dividend yield bargains
- willing to take higher levels of measured risk (not wild) for commensurate returns
- not afraid to test the world of Risk arbitrage/Special situation opportunities under expert guidance
- patient and serious about sustainable and long term wealth creation
- does not get enough time to research and need complete guidance and handholding regarding for his/her investment decisions
- researches and invests himself/herself, however looking for a source of good stock ideas
Product samples
A sample for this product is available. Please Login/Register to download this sample.
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