Discover the Best Value Stocks and a Proven Strategy to Maximize Growth While Minimizing Risk!
Welcome to "The Astute Investor’s Calculus," a premier investment newsletter.
My name is Shailesh Kumar. I have an MBA from the University of Michigan. I am a former management consultant and entrepreneur with multiple successful exits. I have run my value investing portfolio for over 20 years, individually and professionally.
At Astute Investor’s Calculus, I go beyond stock picking—I apply a rigorous, mathematically-proven strategy to optimize your portfolio in two key ways:
Minimizing Volatility: From a broad universe of stocks, I select only those that create a low-volatility portfolio. By analyzing correlations between stocks and sectors, we ensure smoother performance.
Maximizing Returns: Using Kelly fractions, I calculate the optimal allocation for each stock. This approach maximizes expected returns while minimizing risk.
Additionally, I employ a volatility-harvesting strategy, generating excess alpha and increasing our shareholdings while we wait for stocks to reach their full value.
Why Subscribe?
All these strategies are explained in the articles you will receive as a free subscriber. You will also get access to one of the paid articles. You may be able to access occasional research reports that I may release for free subscribers. Most free articles are available for access for 2 weeks after they are published. Of course, we will email you the free article as soon as it is published, so if you click on the link in your right away, you will not miss them.
If you love spending time researching and valuing stocks and would like to get ideas on how to construct your portfolio for maximum growth, the free subscription will work for you.
Once you upgrade to the paid plans, you will have access to the complete article archives. In addition, you will receive the following:
1-10 detailed value stock research reports per month, with clear Buy or Sell recommendations. You may choose to construct your own portfolio based on these reports. Typically you can expect reports on a few under-followed or unfollowed companies every month, as well as some of the well-known names with my valuation analysis. Please note that not ALL stocks rated Buy will end up in my portfolio, as I screen further for correlations with my existing positions.
A complete look at my optimized portfolio with stocks, and allocations. I recalculate the portfolio weights once every month to adjust for changing correlations and return expectations. Every stock I rate Buy in my research is considered for the portfolio, and based on the correlations and expected returns, it may, or may not be added. When a new stock is added to the portfolio, you will know about it and you will also know the allocation. This is a real live account at Fidelity and is being used to illustrate all the strategies I use, and how they affect the performance and volatility.
More detailed articles talking about the markets and our strategies.
Access to Chat function within the Paid Subscriber area for discussions and questions.
Sounds great, doesn’t it?
Founder’s Club Members Get Even More
Founder’s Club gets you access to every resource I offer now and in the future.
Here are some examples,
As a paid subscriber, you receive my main value investing portfolio. However, I run many other portfolios at Fidelity to test and optimize different strategies. These include ETF based portfolios as well as a portfolio focused on compounding income. If you choose the Founding Member plan (called Founder’s Club), I will post details of these portfolios for you. They are not available anywhere else.
As a Founder’s Club member, you also have direct access to me. 30 minutes of 1-1 consulting call with me is included per year. Before the call we will correspond via email or other messaging systems and you can share any information I may need to prep for the consulting call.
As a Founder’s Club member, you also have complimentary access to other investing resources and features I will add in the future. These include Advance Reading copy of my future investing books, investment courses, investment seminars and in-person meetups, etc. Logistics and other details to be announced as these resources and events are finalized.
Founder’s Club is a small exclusive group, currently limited to 100 members only. If you are interested in this, choose the Founder’s Club plan when you subscribe to the Paid Membership.
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