SEBI (Research Analyst) Registration Number: INH200004471

21 June 2018

Breeze Portfolio - Buy & Forget

We have come up with a new portfolio, on the lines of a coffee can portfolio, for those who want to invest some amount for the long term (10+ years). The strategy will be to Buy a basket of 15-20 stocks and forget it for 10 years. This portfolio will have no churn, shuffling of stocks, profit booking, stoploss, etc. Once invested, job is done.

Breeze Portfolio is our version of the Coffee Can portfolio - a concept by Robert Kirby of Kirby Capital. The basis for selecting the companies is 11 years of financial performance. Such a long period covers a company's performance across different market cycles and is a good estimate of growth in demand for a company's products and the management's efficiency to deploy capital.

We have back-tested the Breeze Portfolio from 2002, using fundamental data since 1990. The track record of the Breeze Portfolio is given below:

The Breeze Portfolio has out performed the Nifty index in 15 out of 16 years and the margin of out-performance is good. Since there is no churn on the Breeze Portfolio, the expense ratio is very very low as you save money on brokerage, transaction charges and taxes.

The Breeze Portfolio is free for all our members. If you are not a member, then you can get the Breeze Portfolio 2018 for Rs 999 (To pay: click here).

Read our presentation on the Breeze Portfolio and the list of stocks in each portfolio since 2002: Breeze Presentation & Past Performance