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         Past Recommendations

Discover the foundation of our expertise through detailed archives of past investment recommendations. Explore year-by-year recommendations as delivered by Expectations Value Model. Sharing our recommendations is a tool to communicate factual & verifiable output of our quant model. It should not be considered as an advertisement, promotion or claim. 

Please also note that past performance is not an indicator of future performance.

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Rating Rationale

  • Our BUY Recommendations are the output of our proprietary quantitative model, Expectations Value Model (EVM). EVM combines financial performance, market expectations, and quantitative assessments to determine stock recommendations. To know more about the model, please visit: https://equitymidas.com/investment-philosophy/ 
  • We divide the stocks in two sets viz. Large & Mid Caps and Small Caps. Top 6 companies as determined by EVM,from each sets, are given as our recommendations.
  • EVM can only be run after the annual results are declared i.e. on last day of May every year. Our BUY recommendations are hence released typically on 31st May (except when 31st May is a weekend/holiday)
  • When the next set of BUY recommendations are available, we simultaneously give SELL recommendations for the previous year’s BUY recommendations. In other words, we re-balance the recommendations once a year. Essentially, SELL recommendations only mean that the next set of BUY recommendations have been identified.
  • These are key tenets of EVM:
    1. Operational performance of the companies should be rewarded by the market, historically.
    2.  Market expectations are within the reach of the company for the next year.
    3. Company is fundamentally sound with good interest coverage.
    4. Rank the company based on valuations and probability of meeting the expectations.
  • Since EVM is run every year, the typical holding period for our recommendations is 1 year but few stocks may re-appear in our next year’s BUY recommendations.
  • We do not have any price targets.

1. All performance/returns data on this website depicts the actual and verifiable returns generated by our recommendations from 2021. These calculations are not audited or approved by SEBI or any of its authorised entities.

2. Such performance metrics do not include any back tested data or claim and does not guarantee future returns.

3. By proceeding, you understand and agree that returns shown on the website are not used as an advertisement or promotion to influence your investment decisions.

4. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

5. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

6. The securities quoted are for illustration only and are not recommendatory.

7. By continuing, you agree to our Disclosures & Disclaimers and Terms & Conditions.

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