We did quite ok in January, 2020.
India Investment Products
The India Super 50 (IS50) did +8.9% in the month of January, '20 with a Sharpe Ratio of 2.8.
The India Multi Asset Allocation Portfolio (IMAAP), delivered +4.75% in January,'20 with a Sharpe of 3.7.
The NIFTY was down 1.7% and the NSE 500 was down 0.1% in January '20.
So, pretty good.
But the real story is about why we decided to tweak a winning model this year
The way we tweaked our strategy for 2020
In 2019 we did pretty well in our India equity portfolio: The IS50 was up 11% and beat the NSE 500 handily (up just 0.1%).
But it still wasn't good enough for us - not good enough for what we wanted to deliver for your wealth management needs.
That's where our AI- ML models kicked in
Our performance data was analysed by our AI Engine, as it does every single second of the day.
Every data point.
Every structured and unstructured piece of data that went into our AI-ML (Artificial Intelligence/ Machine Learning) model was analysed, re-tests were run, tweaks were done, again re-tests, and so on.
And we then settled on a much improved Portfolio Management Model.
The model that would have delivered 20% in 2019. Yep, that's right!
But wait, it gets better.
This 20% would have been delivered on a diversified portfolio of 40-46 stocks!
(Contrast this with the high risk approach taken by practically all PMS and normal fund managers, where they run hugely risky, concentrated portfolios of 5-10 stocks, in order to deliver even passable returns.)
That shows you the power of our approach.
A widely diversified, risk mitigated model.
And yet, no give up on returns.
And it is this new, improved portfolio model that delivered the pretty decent +9% results in January 2020.
The First Global Edge: Marrying extreme data science + AI + ML, to decades of Human Intelligence
When you combine Human Intelligence with Machine Learning Intelligence, what you get is an ever improving model and portfolio composition that stays relevant in practically all market conditions.
Most human beings will not improve beyond a point.
But human beings combined with machines will keep improving constantly and relentlessly over time.
That's the First Global edge for you: Relentless Improvement
If you want to know more about our Global and India investment products, please drop us an email on [email protected], and we will get in touch right away.
From Your Friends at First Global
Want to open your trading account? Email us on [email protected] and we will get you started super fast!!
Economists Think Dollar's Fall May Explain the Recent ‘Rally’ by Steve Liesman
Einstein taught us about relativity in nature. Now come Devina Mehra and Shankar Sharma of First Global to teach us about relativity in financial markets -- and raise some serious questions about just what is driving stock prices.
First Global reports are quite credible and, on occasion, more than that.
What prompts this mention is Intel's earnings report and the fact that First Global has had a pretty good bead on the company and its stock.
AMD up again following First Global upgrade to ‘buy’ (AMD) By Tomi Kilgore
Analyst Kuldeep Koul at First Global upgraded Advanced Micro Devices (AMD) to "buy" from "outperform," given the "exceptional traction" that the chipmaker's Opteron line of processors has been able to get.
Baidu Climbs on First Global’s ‘Outperform’ Outlook
Baidu Inc., the operator of China’s most-used Internet search engine, rose to the highest price in two weeks after First Global rated the shares “outperform? in new coverage.
Personality counts: Walmart's frugal, but Target charms
"It's better to take a slight hit on [profit] margins and keep on moving and inventing," says First Global Securities. And at least for now, Target is inventing in a way that appeals to consumers with money to spend.
Dead Batteries
At 11 times trailing earnings, Energizer is cheaper; Gillette's multiple is 25. But cheaper doesn't mean better, says First Global.
Bipinchandra Dugam @bipinchandra90
@devinamehra @firtglobalsec
invested in both GFF-GTS and Super I50. Thank you very much for such wonderful investing experience with completely new approach. In my 15years of investing first product I felt which close to what customer want.
Shishir Kapadia @shishirkapadia1
@firstglobalsec @devinamehra
by far you are the best, I have not come across transparency, acumen, global expertise, exposure, protection of capital, delivering return from any fund/ fund managers. Invested very small size in 3 products will keep on increasing it over the period
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