Riddhi Ruparelia Profile Picture Individual Investor

Riddhi Ruparelia

Homeopath,Health, Wellness and Fitness

Long Term Growth

Riddhi looks for companies displaying an imminent rise in sales and cash flow combined with a strong business model and proven management. While most of the holdings are in early phase, small cap category, she also seeks out under-appreciated growth stories in mid-cap and large-cap arenas.
Riddhi applies rigorous filters in developing her tracker list. She reviews market caps of her tracker list companies on a weekly basis. A new position is initiated only if current valuation shows the potential to grow 3 times in 5 years. New positions are initiated typically at a fraction of the amount she intends to invest in the stock. Once a new position is initiated, she tracks the company more closely and builds a complete position over 2 to 3 quarters.
She tracks the development of approx 60 companies on a weekly basis. Stocks which typically make the tracker list include those experiencing 52 week highs, recent IPOs, or companies in which she has personal experience (such as consumer products or retail).

She is constantly on the lookout for new names that are not in her current tracker. Before adding to her tracker, she extensively studies the new company for proven management, significant insider holdings, strong business models, significant headroom to grow the business and growing sales and cash flow. Such extensive filters leave very few new companies to add to her tracker every month.
She tries to avoid more than two or three holdings in a single industry. Such strategy helps to ensure diversification, typically investing in a minimum of 5 different industries. While there is no solid rule for number of holdings, she prefers to concentrate on the best ideas and keep the number of holdings manageable. Her typical number of holdings range from 15 to 25.

Riddhi may also invest in an ETF in order to gain broad exposure to a sector or region. She may also invest in ADRs.
Each stock is held until future growth is fully reflected by the market or Riddhi’s original assumptions for the company or business model have significantly changed.

The typical holding period may be as long as 2 or 3 years.
For the most part, Riddhi will not utilize margin. However, if a market situation offering much higher reward for risk taken, she may use margin (although generally only for a few months at a time).

She may also invest in high yielding blue chips as opposed to hold cash.

Risk rating

4
25.2%

Best 30 days

-26.2%

Worst 30 days

Performance

  • 0.7%
    30 day
  • -4.5%
    365 days
  • -5.2%
    Since Inception
    April 11, 2011
Monthly vs S&P500
Sparkbar Graph, Long Term Growth Investment Model Performance versus S&P500
-10.5%

Last 12 months

  • $5,000 subscription min
  • margin account required
  • 0.8% fee

Replicability

100.0%
  • Replicable

Top 5 Holdings View all

17.0%
9.9%
9.9%
8.0%
6.6%
  • SODA
  • GHDX
  • ATHN
  • QLIK
  • P

Model commentary

  1. Our stock picks in diagnostic testing, robots and 3D printing

    12 May 2012

    Here are three revolutionary long term trends we introduced in August 2011.

  2. How we reshuffled our model to focus on the w… 12 April 2012
  3. SodaStream: A smart move for the patient investor 19 March 2012
  4. Gaining confidence in these top holdings 16 February 2012
  5. There are some fire-sale prices in the market now 9 December 2011

show more


Performance detail

  • Manager
  • Dow Jones Global Small-Cap
  • S&P 500
30D 90D 365D SI

Performance

Inception April 11, 2011
as of May 23, 2012 Manager Dow Jones Global Small-Cap S&P 500 Average Subscriber
Past 30 days 0.7% -6.7% -3.5% -
Past 90 days -6.2% -10.2% -3.3% -
Past 365 days -4.5% -13.5% 0.2% -
Since Inception (Annualized) -4.6% -14.4% -0.4% -
2012 (YTD) 17.4% 2.3% 4.9% -

Risk Metrics

Last 365 Days
as of May 23, 2012 Manager Dow Jones Global Small-Cap S&P 500
Best 30 days 25.2% 14.6% 13.6%
Worst 30 days -26.2% -19.7% -16.7%
Volatility 33.4% 23.6% 23.2%
Sharpe Ratio -0.14 -0.58 0.00
Sortino Ratio -0.20 -0.78 0.00
Maximum Drawdown -29.0% -26.2% -18.8%
Value-at-risk (95%, 1 week) -7.7% -5.5% -5.4%
vs. Dow Jones Global Small-Cap vs. S&P 500
Information Ratio 0.44 -0.26
Alpha 14.3% -2.6%
Beta 1.13 1.23
R-Squared 0.64 0.73

Latest transactions view all

Average trades per month 12.5
Executed Symbol Security Replicable Type Price
05/15/12 VIT VANCEINFO TECHNOLOGIES-ADR Yes Sell $10.58
05/09/12 SODA SODASTREAM INTERNATIONAL LTD Yes Buy $36.98
05/09/12 P PANDORA MEDIA INC Yes Buy $9.12
05/03/12 ZIP ZIPCAR INC Yes Sell $11.33
05/02/12 MYGN MYRIAD GENETICS INC Yes Buy $26.70
04/26/12 GTLS CHART INDUSTRIES INC Yes Buy $76.41
04/23/12 MELI MERCADOLIBRE INC Yes Sell $87.90
04/20/12 P PANDORA MEDIA INC Yes Buy $8.50
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  • $5,000 subscription min
  • margin account required
  • 0.8% fee

Important Information

Important Information

1. Past performance is no guarantee of future results.

2. Performance of the model manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions, and broker commissions. Manager returns include trades that fail Covestor's trading rules, do not reflect any Covestor suitability or risk score restrictions and are exclusive of Covestor fees. More

3. Average subscription returns ("Avg Sub" or "Avg Client") are calculated by Covestor and are composed of the average, daily, time weighted returns of all active subscriptions to the underlying model. These daily average returns are then linked together for the timeframe requested. In addition, these returns include cash, dividends and earnings distributions, brokerage commissions, Covestor advisory fees, and reflect individual client suitability and risk score restrictions. More

4. All graph data is as of the end of day for the referenced period, unless otherwise specified. The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.

5. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash, dividends and earnings distributions, or transaction costs. More

6. Leverage indicates the level of margin utilized and is calculated by dividing gross exposure by portfolio net liquidation value.

7. All Model Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of Covestor has been provided by the Model Manager. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor. Transaction history is available upon request. Model classifications (Approach, Asset Class) are provided by Covestor, and are intended to serve as a general guide.

8. Top Replicable Holdings: These securities are currently held in the model manager's brokerage account. Those marked as "Replicable Holdings" currently pass Covestor's trading rules, subject to individual client constraints. Eligibility for replication may change over time. Actual client subscription holdings may vary.

9. Latest Transactions: These transactions were executed in the model manager's brokerage account. Those marked as "Replicable" () passed Covestor's trading rules and were eligible for replication at the time of execution, subject to individual client constraints. Eligibility for replication may change over time. Actual client subscription trade activity may vary.

10. S&P 500 Index is an unmanaged index compiled by Standard & Poor´s Corp. Index returns do not reflect any management fees, transaction costs or expenses. Individuals cannot invest directly in an Index. S&P 500 index data: S&P 500 Copyright © 2012.

11. Dow Jones index data: CME Group Index Services, LLC 2012


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