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Analyst Notes: (04/02/2021)
This is a thematic portfolio of Budget beneficiaires. These companies may or may not be part of our coverage/process. We will recommend two good companies from this list separately for long term buy as per our process.
Bulk of your portfolio 60-70% must be in Core stocks and 30-40% in Booster and Thematic (High Risk). We recommend cautious approach in thematic portfolio as it may or may not deliver expected outcome of consistent returns versus Core portfolio. At the same time, it can generate exponential returns when it delivers.
We recommend to invest in adjoining basket of companies in a Staggered manner. They might have run up post-budget but they will cool off ~10-15% over time.
We are publishing this report in Theme Investing Format so that you will be able to execute buy orders on regular basis (Over next 2-3 quarters). Do not exceed 10% of portfolio in each theme. You can de-select companies if you already own it.
(More info on individual companies will published in a week)
Budget 2021-22: Budget like never before in last 6 years
Every crisis forces the government’s hand to put the economy back on its feet. This year’s budget following the pandemic crisis was nothing short of it.
On February 1st 2021, Hon. Finance Minister Nirmala Sitharaman presented Budget 2021-22. On the face of it, nothing negative (on taxation) was good news for the stock market.
The commitment of the government to revive the economy is seen by budgeted estimate of 6.8% fiscal deficit in FY22. This follows 9.5% fiscal deficit seen for the year FY21. It could have been worse if the government were to increase taxes and to keep a check on fiscal deficit.
Not just that, the glide path for fiscal deficit also indicates strong expansionary policy for few years, with fiscal deficit going below 4.5% only in FY26. This was a pleasant surprise for the markets with Nifty closing 4.75% higher for the day.
The NK Singh committee - constituted by the Narendra Modi government - recommended a fiscal glide path for the government that would have gradually brought down the fiscal deficit to 3 percent of GDP by the end of FY20 and further reduced it 2.5 percent by FY23.Now with Covid slowdown hitting the country, the government changed its stance to grow the economy through investments.
Key numbers from the budget speech:
Category wise budget announcements (For investors):
Textiles and Manufacturing:
In a nutshell, it was an opportunistic budget to kick start economic cycle at a time when even global economies are running large deficits. Bond investors may get more cautious looking at increasing glide path for fiscal deficit but it certainly is one leg up for equity markets in long term.
What are some big ideas for next 5 years?
Over next 5 years, we believe that the focus of the market will shift to sectors like Manufacturing (Domestic and Exports), Infrastructure and Capital Goods. We had anticipated it in the year FY19-20, but looks like it’s coming true now, better late than never.
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
Did you know that market corrections can actually present great opportunities to buy high-quality stocks at discounted prices? By taking advantage of these times of volatility, you can position your portfolio for long-term growth.
At MoneyWorks4me Portfolio Advisory, we specialize in helping investors navigate market fluctuations and build a strong, diversified portfolio. With our collaborative approach, you can maintain control over your investments while benefiting from our expertise and guidance.
If you're interested in learning more and with a minimum portfolio size of 25 L+, we can help you manage your portfolio, no matter the size. let's connect and discuss how we can work together. And as a bonus, we're offering a FREE Portfolio Review using our "Portfolio Manager" tool during our conversation.
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*Color code for outperformance consistency
*Number is average 3 year rolling returns
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