Secret Wealth: Premium Small-Cap Stocks Recommendation Service
Secret Wealth is a service that finds and brings you small cap stocks with huge growth potential - to the tune of hundreds to even thousands of per cent returns.
What was our 'big picture' idea behind starting this service dedicated exclusively for picking small cap stocks?
We saw that the small cap universe was a fairly under-researched space. Acting in this space without enough information has burnt many a finger. At the same time, it would not be prudent to avoid this space altogether as it offers the potential for multibagger returns. All one needs access to is a sound research process and information to analyze the companies in this space. We looks for the companies with stable and sustainable business models that have long term growth visibility, some durable competitive advantage over competitors and last but not the least, good quality management. While the small-cap stocks are inherently riskier than blue chip stocks, we have created our own screeners and filters that help us eliminate highly risky small-cap stocks. Our mantra is to find and recommend profitable long term opportunities in the smallcap space without taking undue risks. Further, our proprietary tool -The Evaluated Grid is used for an objective and thorough risk analysis of the small-cap companies.
What does Secret Wealth offer?
Through Secret Wealth, we aim to offer an exclusive one-stop research service dedicated to researching and providing independent and unbiased views on high potential small-cap stocks.
We come out with a detailed recommendation report on or before the 20th of every month that includes one fresh recommendation with detailed analysis and valuation Latest views and updates on existing recommendations The third part is the list of stocks which we believe are most attractive from both a valuation as well as the risk perspective. So annually, our subscribers are entitled to receive at least 12 recommendation reports. In addition to these features, we provide quarterly result updates of small-cap stocks under coverage as well as special reports based on specific events that may have a material impact on the company's fundamentals.
In short, the Secret Wealth service aims to uncover high potential small-cap stocks and to provide our subscribers with regular views and updates throughout the recommendation period.
What Secret Wealth does not offer?
Secret Wealth is a generalized recommendation service. We do not offer customized opinion for any particular subscriber or class of subscribers. We are not qualified financial advisor nor Investment Adviser and we strongly recommend our subscribers to seek professional advice before taking any decisions for their investments.
What is the stock selection process?
We constantly scours the small cap universe for fundamentally strong companies trading at attractive prices. What we looks for are companies with stable and sustainable business models that have long term growth visibility, some durable competitive advantage over competitors, good quality management and last but not the least, attractive valuations.
What can be the expected returns and how will the performance of Secret Wealth be measured?
The Secret Wealth services aims to recommend small-cap companies that have wealth creation potential. The aim is to select stocks that could deliver compounded annual returns of at least 15% to 20% over a period of three to five years. In fact, there have been plenty of cases of stocks generating returns (in percentage) in 3 digits, and even upto 4 digits in some cases. While we can not guarantee such returns, we strive to put in our best efforts to be able to continue such performance. Having said that, returns from stocks are subject to market risks, and since small-cap stocks are extremely vulnerable to market risks, there have been cases where the recommendations have incurred losses.
What should be the tenure of investment?
Keeping in sync with our investment philosophy, the investment horizon of our Secret Wealth recommendations is about 3 to 5 years.
Where Secret Wealth Fits?
Stock markets tend to be very volatile. And putting too much money in a single stock or sector can be very risky. Small cap stocks are inherently riskier compared to large blue-chip or mid cap stocks. On the brighter side, they present a huge growth potential. It is not unusual for a good small cap stock to turn a multibagger in a matter of months. But on the flipside, there is a high risk attached. In fact, we have seen small cap stocks plunging 80-90% when things turn sour. Accordingly, small cap stocks should comprise of not more than 10% of one's total equity portfolio. Further, we believe that a single small cap stock should not form more than 2-3% of the total portfolio. Please note that this allocation will vary from person to person. For something that works best for you, we recommend you talk to your investment advisor.
How should I proceed?
You can write to us with all your queries and we will be delighted to assist you.
Disclaimer
As a Business Analyst by profession with over 10 years of personal experience in stock market research analysis, have successfully generated substantial profits for myself and others who followed my recommendations. However, investments in the securities market are subject to market risks, and past performance is not indicative of future results. Please read all related documents carefully before making any investment decisions. We do not guarantee performance or assure returns to investors. It is advised to seek professional financial advice before investing.