PastPerformance

Kalkine US Diversified Opportunities Portfolio 

Performance of Kalkine's US Diversified Opportunities Portfolio over the time frame 

• Below we present performance for stocks included in Kalkine's US Diversified Opportunities Portfolio (Hypothetical) for the year 2021-2022 starting April 14, 2021 till April 13, 2022. Generally speaking, digital era is driving transformation across almost all the sectors across the globe. The US Diversified Opportunities Portfolio focused on diversifying investments across the heterogeneity of US stock market to balance risk and reward. 
• Looking at the prospects, Kalkine introduced its ‘US Diversified Opportunities’ on May 06, 2021. Our Hypothetical US Diversified Opportunities Portfolio includes a series of growth, defensive, cyclical stocks and others that have been evaluated fundamentally and/ or technically. These stocks are aimed at providing opportunities across the heterogeneity of US stock market and balance risk and reward.  
• Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine Diversified Opportunities Reports using stock prices at the date of publication. The performance has been verified by an independent accounting firm. More details on the methodology can be obtained from the 'Performance Methodology' section that gives a snippet of approach used for calculating the performance. Portfolio Performance has been compared against NYSE and NASDAQ  Composite Index (weightage of index assigned according of number of stocks covered from the respective indices) 

• All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation. 
• We encourage you to think of investing as a long-term pursuit. 

Data Source: Kalkine, REFINITIV, for respective period mentioned above.

Kalkine US Diversified Opportunities Portfolio 

Below is a snippet of the methodology used for KALKINE Portfolio Performance Calculation 

KALKINE US Diversified Opportunities Portfolio Performance (Year-on-Year) 

Recommendations under Kalkine’s US Diversified Opportunities Portfolio  (Hypothetical) for the year 2021-2022 (period from 14 April 2021 to 13 April 2022).  

Generally speaking, Kalkine US Diversified Opportunities Portfolio represents a hypothetical portfolio, and this consists of stocks that appear to be providing good value while commanding decent valuations and investors can benefit from portfolio diversification across the different stock market categorization, sectors and recurring income generating stocks (Dividend stocks).  

Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine US Diversified Opportunities Reports using stock prices at the date of publication. 

It is also prudent to note that performance of stocks included in Kalkine US Diversified Opportunities Portfolio  (Hypothetical) has been calculated based on their price values during the specific time period in order to give ‘as-on-date’ performance picture.  

Where a stock has been recommended multiple times, the average price is taken into consideration. We might need to provide update on a stock several times during a year or for the length of coverage and for that reason the average BUY price is taken into consideration.  

Performance figures quoted do not take into account transaction fees and charges. The profits or losses are hypothetical and include dividends or distribution for the length of the coverage until the recommendation is designated as closed.  

The performance has been verified by an independent accounting firm.  

All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation. 

We encourage you to think of investing as a long-term pursuit. 

Note: For any benchmark index return, proportional dividend yields have been taken onto account as per the information available 

Kalkine Portfolio Performance USA  

Fast-track guide to how our portfolio performed during 2021-2022 

• Below, we present the performance of stocks included in Kalkine Portfolio- USA for the year 2021-2022, starting from April 14th, 2021, till April 13, 2022. 
• Our performance figures are hypothetical and based on recommendations and respective prices mentioned in the report. The performance has been verified by an independent accounting firm. More details on the methodology can be obtained from the 'Performance Methodology' section that gives a snippet of the approach used for calculating the performance. 
• All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation. 

• We encourage you to think of investing as a long-term pursuit. 

Data Source: Kalkine, REFINITIV, for respective period mentioned above.

Hit Ratio refers to number of stocks yielding positive returns (greater than 0%) divided by total number of stocks covered during the review period i.e. ?from 14th April 2021 to 13th April 2022.  

Kalkine Performance Methodology 

Recommendations under our product portfolio (Hypothetical) for the year 2021 (from April 14th, 2021, till April 13th, 2022) have been used for the calculations presented in the section ' Kalkine Product Portfolio Performance- USA 

• Our performance figures are hypothetical in nature and based on recommendations from Kalkine Reports and respective stock prices mentioned in these reports. 
• It is also prudent to note that the performance of stocks included in various product portfolio (Hypothetical) has been calculated based on their current price values during the specific time periods in order to give an 'as-on-date' performance picture. 
• Where a stock has been recommended multiple times, the average price is taken into consideration. We might need to provide an update on stock several times during a year or for the length of coverage, and for that reason, the average BUY price is taken into consideration. 
• Performance figures quoted do not take into account transaction fees and charges. The profits or losses are hypothetical and include dividends distribution for the length of the coverage until the recommendation is designated as closed. 

• The product portfolios mentioned here are part of the Kalkine Portfolio- USA, the performance of which has been verified by an independent accounting firm. 
• All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation. 
• We encourage you to think of investing as a long-term pursuit. 

Disclaimer: For any benchmark index return, proportional dividend yields have been taken into account as per the information available.  

Kalkine Global Green Energy Portfolio

Fast track guide to how we performed over the last one year:-

• Below we present performance for stocks included in Kalkine’s Global Green Energy Portfolio (Hypothetical) for year 2021 (2nd Dec 2020 – 1st Dec 2021) and year 2022 (2nd Dec 2021-1st Dec 2022). Typically, Kalkine’s Global Green Energy Portfolio represents hypothetical portfolio and it consists of globally listed stocks (Australia, US, Canada, UK, and New Zealand) with decent fundamentals from renewable energy space such as wind, solar, hydro, and geothermal producers, independent power producers, natural gas providers, equipment manufacturers, and service providers etc.
• Dividend Yield for the Benchmark Index is assumed to be in-line with the yield provided as per the portfolio stocks during the said period.
• Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine Reports (such Global Green Energy Reports and respective daily reports) using stock prices at the date of publication. The performance has been verified by an independent accounting firm.

Kalkine Global Fully Charged Portfolio

Performance of Kalkine's Global Fully Charged over the time frame

• Below we present performance for stocks included in Kalkine’s Global Fully Charged Portfolio (Hypothetical) for year 2021 (23rd Feb 2021 – 1st Dec 2021) and year 2022 (2nd Dec 2021-1st Dec 2022). Typically, Kalkine’s Global Fully Charged Portfolio represents hypothetical portfolio   represents hypothetical portfolio and it consists of globally listed stocks (Australia, US, New Zealand etc.) with decent fundamentals from the battery-cell and auto manufacturers, chemical businesses, solar and utility operators, lithium-ion battery manufacturers etc.
• Dividend Yield for the Benchmark Index is assumed to be in-line with the yield provided as per the portfolio stocks during the said period.
• Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine Reports (such Global Fully Charged Reports and respective daily reports) using stock prices at the date of publication. The performance has been verified by an independent accounting firm.

Data Source: Kalkine, REFINITIV, for respective period mentioned above

Note 1: The performance numbers do not take into account any transaction fees or charges levied

Note 2: Hypothetical performance may differ materially from results or returns ultimately achieved. Past performance is not a reliable indicator of future performance.

Performance of Kalkine's Global Big Money Portfolio over the time frame

• Below we present the performance for stocks included in Kalkine's Global Big Money Portfolio (Hypothetical) for the years 2021-22 (starting August 04, 2021, till August 4, 2022). Generally speaking, and given the uncertainty in the market at large, fundamentally sound stocks in mid-cap to blue-chip space can be considered for hedging the risk, adding alpha to a portfolio.
• With this backdrop, Kalkine introduced its ‘Global Big Money Report’ on August 04, 2021; and our Hypothetical Global Big Money Portfolio includes a series of stocks that have been evaluated fundamentally and/or technically. These stocks are typically aimed at providing sustainable dividend income or can act as a defensive bet against volatility in the market.
• Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine’s Global Big Money Reports using stock prices at the date of publication. The performance has been verified by an independent accounting firm.

• Dividend Yield for the Benchmark Index is assumed to be in-line with the yield provided as per the portfolio stocks during the said period.

• All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.
• We encourage you to think of investing as a long-term pursuit.

Note 1: The performance numbers do not take into account any transaction fees or charges levied.

Note 2: Hypothetical performance may differ materially from results or returns ultimately achieved. Past performance is not a reliable indicator of future performance.

Performance of Kalkine’s US Earnings Hunter Report over the Time Frame

• Below we present the performance of stocks included in Kalkine’s US Earnings Hunter Report (Hypothetical)for the period from June 09, 2023 to April 12, 2024, following the report’s launch on June 09, 2023.
• Kalkine introduced the US Earnings Hunter Report on June 09, 2023 with the objective of identifying US-listed companies around earnings events, based on a combination of fundamental assessment and technical indicators. The hypothetical portfolio comprises stocks selected to capture potential earnings-driven opportunities in the US equity markets.
• The portfolio is hypothetical in nature, and performance figures are derived from stock price movements based on recommendations published in the US Earnings Hunter Reports on their respective publication dates. The performance calculations have been verified by an independent accounting firm. Additional details regarding the calculation approach are available in the ‘Performance Methodology’ section.
• Investors are advised to undertake their own independent research into individual stocks featured in the US Earnings Hunter Report before making any investment decisions. Past stock performance should not be considered a reliable indicator of future price performance.
• Kalkine encourages investors to view investing as a long-term discipline, while remaining mindful of market risks and volatility.

Performance of Kalkine’s US Dividend Income Portfolio over the Time Frame

• Below we present the performance of stocks included in Kalkine’s US Dividend Income Portfolio (Hypothetical)for the period from October 12, 2022 to April 12, 2024, following the portfolio’s launch on October 12, 2022.
• With this backdrop, Kalkine introduced the US Dividend Income Portfolio to identify US-listed companies with a focus on dividend income opportunities. The hypothetical portfolio comprises stocks that have been evaluated using fundamental analysis and, where applicable, technical indicators, with an emphasis on income generation and relative stability across market cycles.
• The portfolio is hypothetical in nature, and performance figures are based on recommendations from Kalkine Dividend Income Reports using stock prices as of the respective publication dates. The performance has been verified by an independent accounting firm. Additional details on the calculation methodology are available in the ‘Performance Methodology’ section, which outlines the approach used to compute portfolio performance.
• Investors are advised to conduct their own independent research into individual stocks featured in the US Dividend Income Portfolio before making any investment decisions. Past performance of stocks does not guarantee future price appreciation or income generation.
• Kalkine encourages investors to view investing as a long-term pursuit, while remaining mindful of market risks, income variability, and broader equity market conditions.

Performance of Kalkine’s US Inflation Report Portfolio over the Time Frame

• Below we present the performance of stocks included in Kalkine’s US Inflation Report Portfolio (Hypothetical)for the period from December 23, 2022 to April 12, 2024, following the portfolio’s launch on December 23, 2022.
• With this backdrop, Kalkine introduced the US Inflation Report on December 23, 2022. The Hypothetical US Inflation Report Portfolio comprises a series of US-listed stocks that have been evaluated using fundamental and/or technical analysis, with the objective of providing a potential hedge against inflationary pressures and equity market volatility.
• The portfolio is hypothetical in nature, and performance figures are based on recommendations from Kalkine US Inflation Reports using stock prices as of the respective publication dates. The performance has been verified by an independent accounting firm. Additional details on the calculation methodology are available in the ‘Performance Methodology’ section, which outlines the approach used to calculate portfolio performance.
• Investors are advised to conduct their own independent research into individual stocks featured in the US Inflation Report Portfolio before making any investment decisions. Past stock performance should not be relied upon as an indicator of future price appreciation.
• Kalkine encourages investors to consider investing as a long-term pursuit, while remaining mindful of inflation risks, market volatility, and broader macroeconomic conditions.

Performance of Kalkine’s US Dividend Income Portfolio over the Time Frame

• Below we present the performance of stocks included in Kalkine’s US Dividend Income Portfolio (Hypothetical)for the period from October 12, 2022 to April 12, 2025, following the portfolio’s launch on October 12, 2022.
• With this backdrop, Kalkine introduced the US Dividend Income Portfolio to identify US-listed companies with a focus on dividend income opportunities. The hypothetical portfolio comprises stocks that have been evaluated using fundamental analysis and, where applicable, technical indicators, with an emphasis on income generation and relative stability across market cycles.
• The portfolio is hypothetical in nature, and performance figures are based on recommendations from Kalkine Dividend Income Reports using stock prices as of the respective publication dates. The performance has been verified by an independent accounting firm. Additional details on the calculation methodology are available in the ‘Performance Methodology’ section, which outlines the approach used to compute portfolio performance.
• Investors are advised to conduct their own independent research into individual stocks featured in the US Dividend Income Portfolio before making any investment decisions. Past performance of stocks does not guarantee future price appreciation or income generation.
• Kalkine encourages investors to view investing as a long-term pursuit, while remaining mindful of market risks, income variability, and broader equity market conditions.