Kalkine Performance Methodology

Kalkine Performance Methodology

• Recommendations under ‘Kalkine Portfolio- Canada’ (Hypothetical) for the year 2021 (from February 6, 2020, till February 5, 2021) have been used for the calculations presented in the section 'Kalkine Portfolio Performance- Canada'.
• Generally speaking, Kalkine Portfolio- Canada represents a hypothetical portfolio, and this consists of stocks that appear to be providing a hedge against any uncertainty in the financial and equity market. This category may include companies with sustainable business model and lucrative dividend yields. Moreover, resource and penny stocks are also included.
• Our performance figures are hypothetical in nature and based on recommendations from Kalkine Reports and respective stock prices mentioned in these reports.
• It is also prudent to note that the performance of stocks included in the Kalkine Portfolio- Canada (Hypothetical) has been calculated based on their current price values during the specific time periods in order to give an 'as-on-date' performance picture.
• Where a stock has been recommended multiple times, the average price is taken into consideration. We might need to provide an update on stock several times during a year or for the length of coverage, and for that reason, the average BUY price is taken into consideration.
• Performance figures quoted do not take into account transaction fees and charges. The profits or losses are hypothetical and include dividends distribution for the length of the coverage until the recommendation is designated as closed.
• The performance has been verified by an independent accounting firm.

All investors are advised to conduct their own independent research into individual stocks recommended by Kalkine before making a purchase decision. In addition, investors are advised that past stock performance is no guarantee of future price appreciation.

We encourage you to think of investing as a long-term pursuit.

Disclaimer: For any benchmark index return, proportional dividend yields have been taken into account as per the information available.