Veda Financial

Guru Value

Managed by Veda Financial

Strategy:
Stocks
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Management fee:
1.50%
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Sharpe ratio:
1.38
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Minimum investment:
$10,000
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Portfolio risk score:
Value and Growth are joined at the hip – Warren Buffett. The goal of the Guru Value Growth strategy is to achieve consistent returns, exceeding market performance in up markets and limiting losses in down markets. The strategy is to select stocks that have strong fundamentals with durable competitive advantages, and enter into positions when the markets provide an opportunity to acquire at favorable prices. Additionally, the equity should have strong growth prospects and outlook for increasing shareholder value at the current time or in the near term. The overall philosophy is to buy stocks and hold them over a period of time allowing the stocks to reflect their true value potential.
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Portfolio information

Research

The investment methodology is based upon a bottom up rigorous fundamental analysis plus a top down understanding of the macro factors and market dynamics. While we pick companies for investment based upon strong fundamentals, the timing of the investment (or more importantly the exit) can depend upon the overall dynamics of the sector. For example, if we identify a solid company whose profits are strongly connected to a particular commodity which currently has weak demand or excess supply, we will wait to see strength or upwards pricing pressure before investing.

Approach

(1) Further select stocks based upon value and growth using a 31-point checklist derived from 129 parameters
(2) Narrow down to stocks that are trading for favorable prices compared to valuation, using fundamental analysis
(3) Pick names that have immediate catalysts for growth and price appreciation
(4) Purchase stock when pricing is favorable

Allocation discipline

The portfolio will generally consist of 10-20 long equity positions in stocks that have strong prospects for growth, bought at a good value.

Sell discipline

Our investment philosophy is geared towards the long term. However, we have a strict sell discipline that includes the following - sell stock when a better opportunity comes along, sell stock if a predetermined loss level is hit and finally, even when fundamentals appear perfect, it is possible for stocks to languish for an extended period of time for reasons that are not obvious. We recognize that it is never possible to know everything about a particular company and it might be necessary to sell a position to protect the investment and deploy the capital in a better opportunity.

Exceptions

Changes are made to the portfolio as needed with the absolute goal of capital protection and enhancement.

Estimate your costs

Investment (below minimum)
Annual costs

  • All performance information is of the Portfolio Manager account, net of the current management fee.

    Performance note

    Client account performance could differ. A client invested when a higher management fee applied experienced lower returns than displayed here.

    This information was calculated up to Jul 22, 2021.

    Performance, composition and volatility could vary significantly from that of the benchmark(s), which are provided for illustrative purposes only.

    Performance

    Last 30 days 4.6%
    Last 90 days 5.3%
    Last 365 days 31.2%
    Since inception (annualized) 13.0%
    2021 (YTD) 8.6%
    2020 21.3%
    2019 38.4%
    2018 -9.4%
    2017 17.2%
    2016 11.0%

    Risk metrics (last 365 days)

    Volatility 22.5%
    Sharpe ratio 1.38
    Sortino ratio 2.02
    Maximum drawdown -12.5%
    Value-at-risk (95%, 1 week) -5.2%
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  • Portfolio updates

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Veda Financial

About Veda Financial

Veda Financial is a Registered Investment Advisory firm that manages money for individuals, corporations, institutions, trusts and foundations.

Toni DasGupta is the principal portfolio manager with more than 15 years of investment experience. She has a PhD in Physics and an MBA from UCLA, and holds 3 patents in oil and gas technology.

The Guru Value Growth portfolio is optimized for strong and consistent returns in all market conditions.

Disclosures

Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings.

This portfolio was launched on Interactive Advisors on August 31, 2015, when clients were able to start investing in it. All performance information on this page is actual performance of the Portfolio Manager’s account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ. All Portfolio Manager information including personal data, profiles, and strategies has been provided by the Portfolio Manager. Interactive Advisors makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Interactive Advisors.

Important information
  1. All performance information on this page is based on the performance of the Portfolio Manager’s account, using the manager’s own funds. Performance of the Portfolio Manager's account is calculated by Interactive Advisors on a daily time-weighted basis, including cash, dividends and earnings distributions and reflects the deduction of broker commissions (when commissions were charged). Manager returns include trades and positions that fail Interactive Advisors' trading rules, as a result, actual client returns will differ. Interactive Advisors’ advisory fees are simulated and applied retroactively to present the portfolio return “net-of-fees”.
  2. We rely on mathematical formulas, computer programs, and pricing information from third-party vendors (e.g., Refinitiv Worldscope database) to provide these returns. Neither Interactive Advisors nor any of its data or content providers shall be liable for any errors in this information or any actions taken by you in reliance upon this information.
  3. None of the performance information displayed on this page is based on the actual performance of any Interactive Advisors client account investing in this portfolio. The performance in an Interactive Advisors client account invested in this portfolio may differ (i.e., be lower or higher) from the performance of the account managing this portfolio and portrayed on this page based on a variety of factors, such as trading restrictions imposed by the client (resulting in different account holdings), time of initial investment, amount of investment, frequency and size of cash flows in and out of the client account, applicable brokerage commissions (when commissions were charged), and different corporate actions. Clients investing in this portfolio may view the actual performance of their investment in this portfolio by logging into their Interactive Advisors account and reviewing their customized dashboard.
  4. Not all transactions underlying the performance information displayed on this page will appear in accounts due to Interactive Advisors’ trading rules and individual client constraints. Eligibility of these securities is monitored periodically, and may change over time. Actual client investment holdings may vary.
  5. Clients may restrict any of the securities traded in their account, but should note that any restrictions they place on their investments could affect the performance of their account leading it to perform differently, worse or better, than (a) the above-portrayed account managing the portfolio or (b) other client accounts invested in the same portfolio.
  6. All graph data is as of the end of day for the referenced period, unless otherwise specified. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Interactive Advisors, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.
  7. Interactive Advisors’ management of this portfolio and some of the information on this page relies on data from third-party sources, including third parties providing the model portfolio strategy or ESG score information, as applicable. While Interactive Advisors believes that the data it uses in its investment management processes is obtained from reliable sources, it did not audit or validate this data, which may contain errors.
  8. Benchmark returns displayed in the performance graph upon selection are provided for illustrative purposes only and have been calculated by Interactive Advisors using daily adjusted close prices and include dividend income. Benchmarks available for display are selected based on overall strategy, trade history and other criteria. If you choose to display benchmark returns in the performance graph, be mindful of the fact that the performance, composition and volatility of the portfolio could vary significantly from that of the benchmark(s) available for display. There can be no assurance that a benchmark will remain appropriate over time and Interactive Advisors will periodically review the benchmark’s appropriateness and decide to use other benchmarks if appropriate. More information here. Interactive Advisors uses only investable ETFs as benchmarks. Investable ETF returns reflect the deduction of (i.e., are net of) management fees, transaction costs and expenses.
  9. Transaction history is available upon request. Portfolio classifications are provided by Interactive Advisors, and are intended to serve as a general guide.
  10. In addition to Interactive Advisors’ management fees, clients will also be charged management fees and other expenses (custodian fees, brokerage commissions, and legal and accounting fees) by ETF issuers if the portfolio contains ETFs.