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PastPerformance

The historical performance is a combination of many macro and micro parameters. Past returns should be used to judge the quality of a portfolio but not to predict its future performance

 

Kalkine Gold Portfolio

Performance of Kalkine's Gold Portfolio over the time frame

  • Below we present the performance for stocks included in Kalkine's Gold Portfolio (Hypothetical) for the first year starting 2019-20 (starting July 09, 2019, till January 31, 2020) and past couple of years (starting Feb 01 till January 31). Generally speaking, and given the uncertainty in the market at large, Gold can be one of the best bets to hedge currency risk and add alpha to a portfolio.

  • With this backdrop, Kalkine introduced its ‘Gold Report’ on July 09, 2019; and our Hypothetical Gold Portfolio includes a series of stocks that have been evaluated fundamentally and/or technically. These stocks are aimed at providing a hedge against any turbulence in the equity markets.
  • Our Portfolio is hypothetical and our performance figures are based on recommendations from Kalkine Gold 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.
  • 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

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 since the launch of ‘Gold Report’

Kalkine Technology Portfolio

Performance of Kalkine's Technology Portfolio over the time frame

  • Below we present the performance of stocks in Kalkine’s Technology Portfolio (Hypothetical) over the past couple of years with first year starting from April 26,2019 to January 31, 2020 and remaining years as per fiscal year starting 1st February till 31st January. Generally speaking, digital era is driving transformation across almost all the sectors across the globe. The technology sector usually commands decent valuations and investors can benefit from returns from high growth tech businesses. Tech space can also be one’s ally to make money while the economy slumbers.
  • Looking at the prospects, Kalkine introduced its ‘Technology Report’ on April 26, 2019. Our Hypothetical Technology Portfolio includes a series of Tech stocks that have been evaluated fundamentally and/ or technically. These stocks are aimed at providing opportunities across information technology, healthcare, industrials, mining space etc. wherein technology forms the basis of future potential.
  • Our Portfolio is hypothetical and our performance figures are based on recommendations from Kalkine Technology 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 with XSO Index as ASX Technology Index was launched in Feb’ 20, and most of the stocks in Kalkine’s Portfolio belong to small-cap category as of now.
  • 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

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 since the launch of 'Technology Report'

Kalkine Income Portfolio

Performance of Kalkine's Income Portfolio over the time frame

  • Below we present performance for stocks included in Kalkine's Income Portfolios (Hypothetical) for years 2014-2019. Generally speaking, Kalkine Income Portfolios for the four years represent hypothetical portfolios and these consist of stocks that have either paid dividends in the periods mentioned above or have been identified as good income stocks based on their potential to pay dividends in the near future.
  • Our Portfolio is hypothetical and our performance figures are based on recommendations from Kalkine Reports (such as Investor Reports and respective daily 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.
  • 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

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.

 

Kalkine Growth Portfolio - Australia

Performance of Kalkine's Growth Portfolio over the time frame

  • Below we present performance for stocks included in Kalkine's Growth Portfolio (Hypothetical) for years 2016-2019.
  • Generally speaking, Kalkine Growth Portfolio represents a hypothetical portfolio, and this consists of stocks that appear to be possessing outstanding and enduring performance and are expected to provide capital growth over a period of time. These stocks are either already growing / expected to grow at a faster rate than the overall markets, or are venturing into new markets, or bringing innovative products into the markets. This category also includes speculative stocks expected to have good growth prospects. Exemplary stocks of this group are stocks in sectors such as technology, alternative energy/ resource sector, and biotechnology, with innovative products/ processes.
  • Our Portfolio is hypothetical and our performance figures are based on recommendations from Kalkine Growth 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.
  • 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

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.

 

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. The benchmark index used for the years 2017-2021 is Russell 3000 value index, and for the year 2021-2022 is weighted average of NYSE Index and Nasdaq composite Index weighted by the number of stocks covered in the portfolio during the review period.

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 since the launch of 'US Equities Report'

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.

Disclaimer
The advice given by Kalkine Pty Ltd and provided on this website is general information only and it does not take into account your investment objectives, financial situation or needs. You should therefore consider whether the advice is appropriate to your investment objectives, financial situation and needs before acting upon it. You should seek advice from a financial adviser, stockbroker or other professional (including taxation and legal advice) as necessary before acting on any advice. Not all investments are appropriate for all people. Kalkine.com.au and associated pages are published by Kalkine Pty Ltd ABN 34 154 808 312 (Australian Financial Services License Number 425376).The information on this website has been prepared from a wide variety of sources, which Kalkine Pty Ltd, to the best of its knowledge and belief, considers accurate. You should make your own enquiries about any investments and we strongly suggest you seek advice before acting upon any recommendation. All information represents our views at the date of publication and may change without notice. To the extent permitted by law, Kalkine Pty Ltd excludes all liability for any loss or damage arising from the use of this website and any information published (including any indirect or consequential loss, any data loss or data corruption). If the law prohibits this exclusion, Kalkine Pty Ltd hereby limits its liability, to the extent permitted by law to the resupply of services. There may be a product disclosure statement or other offer document for the securities and financial products we write about in Kalkine Reports. You should obtain a copy of the product disclosure statement or offer document before making any decision about whether to acquire the security or product. The link to our Terms & Conditions has been provided please go through them and also have a read of the Financial Services Guide.
On the date of publishing the report (mentioned on the website), employees and/or associates of Kalkine Pty Ltd do not hold positions in any of the stocks covered on the website. These stocks can change any time and readers of the reports should not consider these stocks as advice or recommendations.
Copyright 2021 Kalkine Pty Ltd. All rights reserved. No part of this website, or its content, may be reproduced in any form without the prior consent of Kalkine Pty Ltd.

Kalkine Healthcare Portfolio – Australia

Performance of Kalkine's Healthcare Portfolio over the time frame:

  • Below we present the performance of stocks in Kalkine’s Healthcare Portfolio (Hypothetical) over the past couple of years (Year ending 1st February – 31st January 2023).
  • With this backdrop, Kalkine introduced its ‘Healthcare’ Report on 4th December 2019, and our ‘Hypothetical’ Healthcare Portfolio includes a list of stocks that have been evaluated fundamentally and or technically.
  • Our performance figures are hypothetical and based on Kalkine’s Healthcare Reports using stock prices as on 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.
  • The performance of stocks in Kalkine’s Healthcare portfolio (hypothetical) has been calculated based on their current price values during the specific time periods to give ‘as on date’ performance picture.
  • 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

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.

Kalkine’s Healthcare (Hypothetical) Portfolio Performance for the period starting 4th December 2019 till 31st January 2020 was 3.37% returns as verified by an independent accounting firm. Due to the small number of stocks covered during the first two months till 31st January 2020, only the performance since 1st February 2020 – 31st January 2021 has been reflected in the above table.

Disclaimer
The advice given by Kalkine Pty Ltd and provided on this website is general information only and it does not take into account your investment objectives, financial situation or needs. You should therefore consider whether the advice is appropriate to your investment objectives, financial situation and needs before acting upon it. You should seek advice from a financial adviser, stockbroker or other professional (including taxation and legal advice) as necessary before acting on any advice. Not all investments are appropriate for all people. Kalkine.com.au and associated pages are published by Kalkine Pty Ltd ABN 34 154 808 312 (Australian Financial Services License Number 425376).The information on this website has been prepared from a wide variety of sources, which Kalkine Pty Ltd, to the best of its knowledge and belief, considers accurate. You should make your own enquiries about any investments and we strongly suggest you seek advice before acting upon any recommendation. All information represents our views at the date of publication and may change without notice. To the extent permitted by law, Kalkine Pty Ltd excludes all liability for any loss or damage arising from the use of this website and any information published (including any indirect or consequential loss, any data loss or data corruption). If the law prohibits this exclusion, Kalkine Pty Ltd hereby limits its liability, to the extent permitted by law to the resupply of services. There may be a product disclosure statement or other offer document for the securities and financial products we write about in Kalkine Reports. You should obtain a copy of the product disclosure statement or offer document before making any decision about whether to acquire the security or product. The link to our Terms & Conditions has been provided please go through them and also have a read of the Financial Services Guide.
On the date of publishing the report (mentioned on the website), employees and/or associates of Kalkine Pty Ltd do not hold positions in any of the stocks covered on the website. These stocks can change any time and readers of the reports should not consider these stocks as advice or recommendations.
Copyright 2021 Kalkine Pty Ltd. All rights reserved. No part of this website, or its content, may be reproduced in any form without the prior consent of Kalkine Pty Ltd.

Kalkine Stocks Under 20 Cents Portfolio - Australia

Performance of Kalkine's Stocks Under 20 Cents Portfolio over the time frame’

  • Below we present the performance for stocks included in Kalkine's Under 20 Cents Portfolio (Hypothetical) for the years 2020-21 starting July 31, 2020, till January 31, 2023.
  • With this backdrop, Kalkine introduced its ‘Under 20 Cents Report’ on July 31, 2020; and our Hypothetical 20 Cents Portfolio includes a series of stocks that have been evaluated predominantly with technical parameters. This report covers young companies with stock prices below 20 cents. Recommendations are based on development programs, business strategies, and quality of management that holds a premise for long-term potential.
  • Our Portfolio is hypothetical, and our performance figures are based on recommendations from Kalkine Under 20 Cents 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.
  • 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.