Growth is only worth paying for up to a point. Compare the price-earnings multiple with the growth rate behind it.
+3.08%
Booked, per closed position
5 closed · average excess vs the market
40%
Closed positions ahead of the market
median -0.92%
-0.30%
Open book, marked to market
10 names still held
6
Average sessions held
window is 60 sessions
Only 5 positions have closed. That is a blotter, not evidence — a handful of trades tells you almost nothing about a rule set, and the numbers above will move a lot as it fills.
The rule, as implemented here
every condition, in the order it is applied
Price-earnings multiple divided by trailing profit growth — the PEG ratio.
PEG must be positive and below 1.0.
Profitable in each of the last four reported quarters.
Ranking: Lowest PEG first. Portfolio is the top 12 names, equal-weighted.
Where our version differs: PEG uses trailing earnings growth rather than forecast growth, because consensus estimates are not freely available for most Indian mid-caps.
How these numbers were made. Computed here from NSE and BSE end-of-day bhavcopy, adjusted for splits and bonuses, not supplied by anyone being measured. Portfolios are recorded on the day they are published and scored forward from that date, so no figure on this page could have been chosen after the outcome was known. The code that produced them is stamped in build.json.
This is our implementation, not Peter Lynch’s portfolio. PEG uses trailing earnings growth rather than forecast growth, because consensus estimates are not freely available for most Indian mid-caps. None of the authors named on this site are associated with it, and nothing here is advice or a recommendation to buy or sell anything.