Dhanayoga "DeMo" Portfolio

On the evening the demonetization announcement was made, (Nov 8), I was travelling back to Chennai from Mumbai.

While on the journey, I was giving a thought on what would be the implications of this event and how we could apply it to Dhanayoga's Financial and Investment advisory business. Given that building client portfolios is one of our key services, we thought why not build a "DeMo" Portfolio and see how it performs.

One option was to just build a mock portfolio and track it periodically. But this is no fun, if there is no real money going into the portfolio. Instead we at Dhanayoga built a real equity investment portfolio identifying companies that will benefit from Demonetization and invested real funds from our own cash kitty (call it "Conviction"). 

Today it is three months since Demonetization was announced. Let's see how our portfolio has performed during post DeMo quarter. (see image below)

Dhanayoga DeMo Portfolio Performance | Period: Nov 10, 2016 to Feb 7 - 2017

Dhanayoga "DeMo" portfolio has delivered 15.7% (absolute returns) in just three months flat, whereas both Sensex and Nifty returns stood at 3.6%.  That is an Alpha of 12.1% for the THREE month period!!

During the same period, how did the various Mutual Funds Perform?

• The Top Debt fund delivered 6.49%  (UTI Gilt Long term plan)
• The Top Hybrid Fund delivered 7.07% (ICICI Prudence Balanced Fund)
• The Top 3 Equity Mutual Funds delivered returns 16.41%, 15.76% and 15.73 (Good Job folks!!)

(Interestingly all the three Equity MFs were PSU Centric ones (SBI PSU, Kotak PSU Bank and R*Shares PSU Banks)

The 2017 budget has been unveiled. Dhanayoga has built a new "BudJET" Equity portfolio identifying stocks that will significantly benefit from the budget. Look out for our periodic update soon!!
 
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