PrimeInvestor Research Team, Author at PrimeInvestor

Performance review and quarterly changes

Mutual funds & ETFs

Prime portfolios – Performance review and quarterly changes

Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor needs, aspirations, and timeframes. You will find them under the head Ready-to-use-portfolios (listed in the Recommendations menu, post login). With Prime Portfolios completing close to 2 years, we are now presenting the performance of some of the key portfolios in this article.

PrimeInvestor Research Team January 9, 2022 7 Comments

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Quarterly review: changes to Prime Funds, our fund recommendations

When a small-cap fund served up 1-year returns in excess of 100% while another stayed far below at 77%, when a multi-asset allocation fund had

PrimeInvestor Research Team January 6, 2022 8 Comments

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Prime Stocks performance review – 2021

It is with mixed feelings that we write this first annual review of our Prime Stocks performance. When we flagged off stock recommendations as a new addition to our platform on January 14 2021, it was after a lot of internal debate on whether it was the right time to do this.

PrimeInvestor Research Team December 28, 2021 22 Comments

Stocks

Prime Stocks 2021 review: How earnings shaped up & stock outlook

In our stock recommendations for 2021, our focus was on identifying companies that had the ability to steadily compound earnings over the medium to long term. Valuations were the other key factor against which we balanced earnings.

PrimeInvestor Research Team December 28, 2021 No Comments

Commentary

Prime Funds performance in 2021

Prime Funds performance in 2021
Stock markets did not disappoint you in 2021. The various market cap segments delivered textbook-like bull market returns with small caps outperforming midcaps and midcaps outperforming large caps.

PrimeInvestor Research Team December 23, 2021 14 Comments

Research Reports

Quarterly Review – Changes to Prime Portfolios

We’ll explain the Prime Portfolios where we have made changes in this review cycle and the reasons for the same. We’ll also tell you what to do with existing investments in the portfolios.

PrimeInvestor Research Team October 14, 2021 7 Comments

Research Reports

Quarterly review – changes in Prime Funds, our mutual fund recommendations

If you have noticed the portfolios of dynamic asset allocation funds with a fundamental-only driven model, you will see them sporting net equity holdings of under 40% now. In a market where over 40% of the stocks have a price earnings ratio of over 50 times or no PE at all (i.e., the company is loss-making), dynamic asset allocation funds can draw little comfort in holding higher allocation to equity.

PrimeInvestor Research Team October 6, 2021 31 Comments

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Prime Recommendation: A high-yielding InvIT option for income seekers

PrimeInvestor Research Team September 5, 2021 69 Comments

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Stock Recommendation: A different commodity play

PrimeInvestor Research Team August 1, 2021 7 Comments

Prime Stocks: An update on a recommendation

When a stock recomendation we give runs up sharply, what should be your course of action? Should you exit or should you hold or should

PrimeInvestor Research Team July 26, 2021 13 Comments

trends, trends and changes in our mutual fund review

General

Quarterly MF review – trends and changes

In the first of our updates in this review cycle, we explained the changes we have made to Prime Funds, our recommended fund list. In this second update, we thought to cover two different aspects: one, changes we made to our MF Review Tool, in the way we call out our recommendations. Two, trends we have observed unfolding over the past couple of quarters that we’re keeping a watch on.

PrimeInvestor Research Team July 18, 2021 4 Comments

Research Reports

Quarterly review – changes in Prime Funds, our mutual fund recommendations

We are living in strange times. No, I am not talking of Covid-19. Your one-year returns of equity funds (across categories), at an average 31% between January to March 22, 2021, zoomed to an average 69% since March 23, 2021. In other words, 1-year returns suddenly doubled from March 23, 2021. If you recall, March 23 2020 was a market low. So, 1-year returns from March 23, 2021, have started looking abnormally high.

PrimeInvestor Research Team July 15, 2021 28 Comments

PrimeInvestor - Articles and Reports

Prime portfolios – Performance review and quarterly changes

Quarterly review: changes to Prime Funds, our fund recommendations

Prime Stocks performance review – 2021

Prime Stocks 2021 review: How earnings shaped up & stock outlook

Prime Funds performance in 2021

Quarterly Review – Changes to Prime Portfolios

Quarterly review – changes in Prime Funds, our mutual fund recommendations

Prime Recommendation: A high-yielding InvIT option for income seekers

Stock Recommendation: A different commodity play

Prime Stocks: An update on a recommendation

Quarterly MF review – trends and changes

Quarterly review – changes in Prime Funds, our mutual fund recommendations

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