Tactical Wealth Project

Subscriber Reviews

Tactical Wealth Project is a service in which Rahul Shah will recommend 20 fundamentally strong stocks that have the best possible chance of running up over the next 12 months.

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Who is the editor of Tactical Wealth Project?

Rahul Shah, co-head of research at Equitymaster is the editor of Tactical Wealth Project.

Rahul has 20 years of experience in financial markets as an analyst and editor.

Rahul first joined Equitymaster as a Research Analyst, fresh out of university in 2003 but left shortly after to pursue his dream job with a Swiss investment bank.

However, he quickly became disillusioned working for the 'financial establishment'.

He learned first-hand the greedy stereotype of an investment banker is true and became uncomfortable working for a company that put profit above everything else.

In 2006, Rahul re-joined Equitymaster to serve honest, hardworking Indians like his father, who want to take control of their financial future - and not leave it in the hands of greedy money managers.

Following the investment principles of Benjamin Graham (the bestselling author of The Intelligent Investor) and Warren Buffet (considered the world's greatest living investor), Rahul has recommended some of the biggest winners in Equitymaster's history.

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What is the goal of Tactical Wealth Project?

The goal of Tactical Wealth Project is to guide subscribers to potentially generate market beating returns over the long term by getting a psychological edge in the market. The annualised returns could potentially be in the solid double digits of around 20-25%.

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What does Tactical Wealth Project offer?

Tactical Wealth Project offers subscribers a potentially market beating strategy generate returns from a basket of 20 carefully selected stocks recommended to be held for a minimum period of one year. The intention is to repeat the process at the end of the year.

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What does Tactical Wealth Project not offer?

Rahul will recommend stocks in Tactical Wealth Project which meet his strict fundamental quality parameters.

Thus, the service as per Rahul's analysis, will not offer recommendations in…

• Stocks with poor business quality.
• Stocks that are already popular in the market.
• Stocks that do not offer any psychological advantage to investors.

Also, Rahul won't recommend any short-term trades as Tactical Wealth Project is not a trading service.

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What will be the frequency of recommendation reports?

Once every 3 months, subscribers will receive a research report with detailed updates on the stocks recommended.

At the end of one year, Rahul will do an assessment on how many need to be sold and how many need to be held on to for the next one year.

If at all he is unable to find 20 stocks with the required upside potential and other fundamental strengths in a given year, the corpus will be recommended to be kept in fixed deposits or bonds until the situation is reassessed after one year.

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What are the expected returns from this service?

Rahul Shah aims to recommend stocks that have the potential to deliver gains well in excess of the benchmark.

The aim is to potentially generate an annualised return of 20-25%% over the long term or at least 5% points better than the benchmark index, with low volatility.

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What is the tenure i.e. holding period of the recommended stocks?

The recommended holding period for the basket of 20 stocks will be minimum 1 year. The exceptions could be stocks that are continuing to run up. These may be carried over to the next year.

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Are Equitymaster Research Analysts allowed to trade in the recommended securities?

Equitymaster is an honest, completely transparent, and a professionally run organisation. We have a strict compliance system, internal policies and Code of Conduct for Insider Tradingin place.

Please note all securities trading of our employees are tracked and monitored to ensure that our subscriber gets the first right to our paid research.

We follow the SEBI (Research Analysts) Regulations and give full disclosures with respect to each recommendation. We further request our subscribers to go through our Code of Conduct for Insider Trading .

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How should I contact the customer service team to get answers to my queries?

You can write to us with all your queries and we will be delighted to assist you. Alternatively, you can call us on +91-22-61434055 between 10 am to 6 pm from Monday to Friday.

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What is the suggested allocation for Tactical Wealth Project?

Stocks to be recommended in Tactical Wealth Project will come from the universe of BSE 500 stocks and are therefore moderate risk in nature.

They will be a mix of large, mid and small caps based on the risk-reward odds they offer.

According to us, in a scenario of ideal allocation of funds, Tactical Wealth Project stocks could be considered to comprise of not more than 15-20% of one's total equity allocation.

Further, we believe that a single Tactical Wealth Project stock should ideally not form more than 4-5% of the total Tactical Wealth Project corpus.

However, please note that this allocation will vary from person to person. For something that works best for you, we recommend you talk to your investment advisor.

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How can I try Tactical Wealth Project

We are delighted to inform you that you can try Tactical Wealth Project completely risk free! There's a 30-day money back guarantee. So if it turns out that you don't like Tactical Wealth Project, we'll gladly give back every rupee you paid.

Or Give Us a Call: +91-9136015013