WealthDesk

Invest In Ideas

Investing strategies can be challenging to understand. However, that doesn’t always have to be the case.

WealthBaskets are a portfolio of stocks and ETFs that help in wealth creation through low-cost and well-diversified portfolio investments. The WealthBaskets are created and managed by SEBI registered professionals and are based on different sectors, themes or ideas. These stock and ETF portfolios are known by many names in the industry – WealthBaskets, smallcases, Smartfolios, etc.

WealthBasket managers have come up with stocks and ETF portfolios based on simple, easy to understand ideas. You can invest in portfolios designed around the chemicals sector, the pharma sector, Make In India, Digital India and many such themes and strategies like momentum investing and balanced hybrid equity.

This blog lists the WealthBaskets with straightforward yet sound investing ideas at their core.

OpenQ Chemicals

Chemicals are used as an ingredient in a wide range of manufacturing industries: i.e, textiles, paper, pharma, plastics, agro chemicals and Industrial applications. The Chemical Industry growth has multiple legs. Given policy push by the government on the manufacturing side, aspiration to be $5 trillion economy and increase in discretionary spend by the consumers, demand on the chemical industry is only going to increase. The basket invests in chemical stocks who are expected to benefit from this trend. Stocks are selected based on a proprietary algorithm which has shown to have generated consistent returns over last 20 years of backtest.

OpenQ Defensive Momentum

Momentum as a factor has widely been discussed in academic literature as an important source of systematic alpha. This factor tends to capture the price trend and generate excess risk adjusted return over long term. Defensive Momentum tends to capture the risk premium arising out of Momentum factor which has been defined using the proprietary algorithm selected after evaluating multiple options over 2 business cycles of beta neutral performance.

OpenQ Digital India

As traditional business models undergoes disruption, technology will play a major role in defining which business is able to adapt to the changing business climate. Technology is being used by the government in Digital India initiatives on Infrastructure building, delivery of services and also people empowerment. The fund tends to invest in stocks that will benefit the most due to digital India initiatives. Stocks are selected based on a proprietary algorithm which have generated consistent returns over the last 2 business cycles.

OpenQ Balanced Hybrid Equity

This WealthBasket creates a portfolio by dynamically allocating and switching between equity, debt and gold, depending upon the market situation. It also ensures that the investor gets great quality quant research coupled with a truly balanced portfolio that combines growth and stability in the long run.

OpenQ India Consumption

With favorable demographics, increasing urbanization, higher integration with the global economy and rising disposable income, the share of discretionary spending in the hands of Indian Consumers is going to increase. The fund invests in cyclical as well as non cyclical consumer stocks who are expected to benefit from this trend. Stocks are selected based on proprietary algorithm which has shown to have generated consistent returns over the last 10 years of backtest.

OpenQ Make In India

So far Services sector has supported the India’s GDP growth. But for the next leg of growth, the manufacturing sector needs to pick up. With initiatives like Make in India and Atma Nirbhar Bharat, Government is building the ecosystem for giving a boost to the Indian Manufacturing setup. The large domestic market, rising income levels, geographical advantage and hub for export to South Asian Countries, are some of the factors that India can see share of manufacturing increasing in GDP in times to come. 


OpenQ Make in India is a portfolio that identifies stocks that are well placed to benefit from the long term theme of promoting manufacturing in India

OpenQ Pharma

OpenQ Pharma is a tracker fund that invests in Pharma stocks selected from the universe of top 500 market cap stocks through proprietary algorithm that has shown to generate a consistent returns over historically

OpenQ Banking & Investment Services

As India strives to become $5 trillion economy, banks and shadow banking institutions like NBFCs, etc. are going to grow rapidly. The fund is going to invest in those stocks belonging to banks and the banking services sector who are expected to benefit due to this macro trend. Stocks are selected based on a proprietary algorithm that have generated consistent returns over last 8 years

Abakkus Smart Flexi-Cap Portfolio

The objective of the investment advisory portfolio would be to endeavor to generate alpha and risk adjusted returns for investors by creating a benchmark agnostic portfolio predominantly within the Top 250 companies.

PORTFOLIO CHARACTERISTICS

  1. Benchmark agnostic diversified portfolio
  2. Fundamental based ideas picked via a bottom-up approach
  3. Investment universe predominantly within Top 250 companies with focus on alpha generation along with stability and liquidity
  4. Select exposure in smaller companies to generate additional alpha
  5. Endeavor to generate alpha and wealth creation with typically 3-5 years holding period
  6. Differentiated Portfolio adhering to our “MEETS” Framework
  7. Portfolio of ~25 companies, single stock exposure limited to less than 10% and sector exposure limited to below 30%

Abakkus Smart Build India Portfolio

The objective of the investment advisory portfolio would be to endeavor to generate alpha and risk adjusted returns for investors by creating a benchmark agnostic thematic differentiated portfolio predominantly investing in companies benefiting from economic development.

Portfolio Characteristics

  • Benchmark agnostic thematic differentiated portfolio adhering to our “MEETS” Framework
  • Investment universe predominantly of companies benefiting from economic development as a result of potential investments in infrastructure, capacity expansions, thrust on domestic manufacturing and unfolding economic reforms
  • Fundamental based ideas picked via a bottom-up approach
  • Investments with typically 3-5 years holding period
  • Portfolio of ~25 companies across multiple sectors, single stock exposure limited to less than 10%

Abakkus Investment Advisors (a division of Abakkus Asset Manager LLP) provides Investment advisory services under the brand Abakkus Smart.

AAA NEXT Generation

India is one of the largest and fastest-growing markets for digital consumers & enterprises. The digital economy is expected to contribute 18-20% of GDP by FY25 compared with ~8% in FY18. AAA NEXT Generation aims to capitalize on robust digital ecosystem and faster digital adoption by focusing on companies leading the change.

Alpha Momentum

Momentum portfolio shall focus on quality companies which shall deliver superior earnings growth over the medium term or where there is a gap between the fundamental valuations of the business and the market price. The investment framework shall focus on good quality companies with some tactical bias. The normal holding period for a stock could be about 3-6 months with regular profit booking.

Alpha Dynamic Thematic

Alpha Thematic portfolio aims to invest in stocks that fall in a particular theme. This theme selection is a dynamic process based on the current macro-economic environment and sectoral trends. Very few sectors witness a consistent uptrend for an extended period of time. Generally, various industries/ sectors go through ups and downs over a 4-5 year cycle. The objective of the fund is to select the theme that is in an uptrend and select high quality companies in that particular theme. Once the theme plays out, the fund would gradually switch on to another theme. Irrespective of the theme, the fund would always invest in companies with superior management and financial capabilities.

Alpha Core & Satellite

Core & Satellite is a classic blend of Long-Term Core Investment Portfolio and Tactical Satellite Portfolio. The Core portfolio shall invest in long term secular growth business and intends to own those business for long term whereas satellite portfolio shall focus on sectors/stock witnessing cyclical upturns or sectoral rotation so as to focus on companies that are likely to benefit from the current economic cycle. Overall the portfolio shall invest into high quality businesses with superior management and financials. Fund shall invest in companies which are amongst leaders in their industry, have strong competitive edge and can generate superior risk adjusted returns.

Tamohara Truffle Flexi Cap Strategy

The investment objective of this portfolio is to deliver absolute wealth creation through a concentrated, long only, public equities portfolio. This strategy invests in companies which take advantage of an emerging external addressable opportunity ensuring strong growth prospects, and which pass our fundamental quality requirements. This strategy is market cap, sector and benchmark agnostic and should be judged on absolute market cap basis.

Tamohara Long Term Equity Strategy

Invests predominantly in small and midcap companies (up to 20% tactical allocation in large-cap companies in unusual circumstances)

The strategy seeks to invest in not more than 20 high-quality businesses that take advantage of the growth potential of India’s emerging economy

Focus is on companies in the initial stages of the business lifecycle, showing a potential for faster growth ratesWe do a considerable amount of research to select companies to minimise the probability of execution risks, thereby enhancing the possibility of maximizing long-term gains

Tamohara Stock SIP

The Tamohara SIP is a direct equity SIP in seven handpicked stocks, in sectors that we believe have a structural opportunity in India, set to grow for the coming ten years. We deem these opportunities structural as we believe they are set to grow faster than India nominal GDP growth over the next decade. Additionally, these companies have shown exceptional operational execution for at least the past five years to be qualified as a buy in our portfolio. Buying these businesses consistently over the next few years should compound and generate long term wealth for its investors. This portfolio is market cap agnostic.

Tamohara Agile Strategy

Agile strategy is a long only equity Portfolio of top 25 Stocks selected through a “Multi Factor Process” from the BSE200 Universe

Multi Factor Process is Statistical Model that analyses behaviour of stocks and provides output based on probabilities and expected distribution of returns

Model considers:

  • “Alpha and Volatility” as factors to identify Stocks.
  • Once the basket of Stocks is identified, top 25 Stocks are selected.
  • All Stocks are assigned Equal Weight

Agile Strategy will be rebalanced every 6 months January and July

Agile Strategy is tested across various time periods and market conditions since 2008

Tamohara India Opportunities Strategy

TIOS is a multi-cap strategy that invests in larger and midcap companies, independent of sector or benchmark

It is focused on 15-18 high-quality businesses with a proven business model, well-established track-record and have demonstrated leadership in their industries

These businesses have reasonable growth rates and relatively lower execution risks, being in the middle to later stages of the business life cycle

TIOS is suitable for investors seeking to compound wealth at reasonable rates, with lower volatility

Turtle Value WealthBasket

Turtle value is low volatility portfolio of value stocks selected based on our proprietary metrics.The Value universe is selected using Price-to book, Return on Equity and various other MarketSmith India’s Proprietary Metrics as well as liquidity constraints.

Turtle Growth WealthBasket

Turtle growth is low volatility portfolio of growth stocks selected based on our proprietary metrics.Through our ongoing data research, which began in 1963, we have developed powerful statistics, ratings, and rankings that help reveal leading and lagging stocks before they make their big moves.

Elephant WealthBasket

This algo is based on the MarketSmith Guru Screens that is designed to uncover stock ideas based on the winning investment strategies of stock market legends/gurus. The stocks present in each guru screen is based on the established and proven methodologies as used by different gurus. This portfolio includes stocks that are present in more than one guru screen along with liquidity constraints.

Frog WealthBasket

Algo Frog follows CAN SLIM, an investment strategy for growth stocks that was formulated by William O’Neil from his study of stock market winners dating back to 1953. He also outlined this strategy in his classic book How to Make Money in Stocks. The strategy involves stock picking that combines both Technical and Fundamental analysis using sophisticated Quant & AI tools along with the research done by our experienced Equity Analysts. It also considers market timing with advanced portfolio allocation strategies to generate best returns.

Dolphin WealthBasket

Dolphin is based on MarketSmith Indias flagship screen of leading growth stocks Growth50.

India Opportunities Strategy

Quality Businesses: Identify businesses that have a consistent history of high ROCE and also consistent profit compounders. This is a market cap agnostic strategy. 

Arbitrage: Although there are many situations leading to arbitrage, very few qualify as reasonable investment opportunities. We take 2-3 arbitrage positions from time to time.    

JARVIS AGGRESSIVE PORTFOLIO

This portfolio is created using Artificial Intelligence & Predictive Analytics, which performs Fundamental & Quantitative Analysis along with rationalizing numerous Qualitative factors concurrently. It ensures the process of portfolio construction & management is entirely logical without any emotional & behavioral biases. The key elements of the portfolio are; 

The stock universe consists of all stocks listed with NSE & the portfolio is created based on detailed research on the entire universe.

This is a medium to high risk & a concentrated portfolio with higher degree to risk & volatility. It concentrates on capital appreciation while factoring a short to medium tenure of investment. The constituents of the portfolio are chosen to deliver high returns where a certain degree of compromise on risk and volatility is acceptable.

The portfolio maintains a dynamic asset allocation between Equities, Debt (Liquidbees) & Gold (Goldbees), wherein the ratios of these allocations are completely dynamic depending on various markets & economic cycles.

JARVIS CONSERVATIVE PORTFOLIO

This portfolio is created using Artificial Intelligence & Predictive Analytics, which performs Fundamental & Quantitative Analysis along with rationalizing numerous Qualitative factors concurrently. It ensures the process of portfolio construction & management is entirely logical without any emotional & behavioral biases. The key elements of the portfolio are;

The stock universe consists of all stocks listed with NSE & the portfolio is created based on detailed research on the entire universe.

This is a low risk portfolio with minimal amount of volatility. However, there is no compromise as far as the returns are concerned.

The portfolio maintains a dynamic asset allocation between Equities, Debt (Liquidbees) & Gold (Goldbees), wherein the ratios of these allocations are completely dynamic depending on various markets & economic cycles.

JARVIS MODERATE PORTFOLIO

This portfolio is created using Artificial Intelligence & Predictive Analytics, which performs Fundamental & Quantitative Analysis along with rationalizing numerous Qualitative factors concurrently. It ensures the process of portfolio construction & management is entirely logical without any emotional & behavioural biases. The key elements of the portfolio are;

The stock universe consists of all stocks listed with NSE & the portfolio is created based on detailed research on the entire universe.

This is a medium risk portfolio with some degree to risk & volatility. The constituents of the portfolio are identified to create returns over a medium to long tenure of investments.

The portfolio maintains a dynamic asset allocation between Equities, Debt (Liquidbees) & Gold (Goldbees), wherein the ratios of these allocations are completely dynamic depending on various markets & economic cycles.

RUPEE RAKSHAK MONTHLY

It is a portfolio of stocks & ETFs where your accumulated monthly capital is invested. Monthly is only a name, the allocation stocks or ETFs is based on the available upside potential at a given time.  The strategy is to capture “Buy Low Sell High”(BLSH) opportunities in a shorter time frame of 1-3 months. This is a dynamic portfolio with multiple exits over a 3 year horizon to mimic the NIftyMidcap100 Index weights returns, adjusted to economic risks. 

FinMoLite MID-5

It is a dynamic portfolio of 5 select Medium sized or Mid Cap stocks/ETFs. Mid 5 is only a name, the allocation stocks or ETFs is based on the available upside potential at a given time.  The strategy is to capture “Buy Low Sell High”(BLSH) opportunities in a shorter time frame of 1-3 months. This is a dynamic portfolio with multiple exits over a 3 year horizon to mimic the NIftyMidcap100 Index weights returns, adjusted to economic risks.

FinMoLITE RETURN PROTECTOR

It is a portfolio of Debt ETFs/Liquid Bees/Liquid Mutual Funds, meant for parking the funds when there are no opportunities available or we have already achieved our objective before time.

RUPEE RAKSHAK

It is a portfolio of Stocks & ETFs or mimics ETFs, like NIFTY50 ETF, SENSEX30 ETF, BANKNIFTY ETF. The strategy is to capture “Buy Low Sell High”(BLSH) opportunities in a shorter time frame of 3-6 months. This is a dynamic portfolio with multiple exits over a 3 year horizon to mimic the Long term Index returns, adjusted to economy risks.  

FinMoLITE SMALL-5

 It is a dynamic portfolio of 5 select Small sized or Small Cap stocks/ETFs. The strategy is to capture “Buy Low Sell High”(BLSH) opportunities in a shorter time frame of 1-3 months. This is a dynamic portfolio with multiple exits over a 3 year horizon to mimic the NIftySmallCap250 Index heavyweights returns, adjusted to economy risks.

FinMoLITE MONTHLY

It is a portfolio of stocks & ETFs where your accumulated monthly capital is invested. Monthly is only a name, the allocation stocks or ETFs is based on the available upside potential at a given time.  The strategy is to capture “Buy Low Sell High”(BLSH) opportunities in a shorter time frame of 1-3 months. This is a dynamic portfolio with multiple exits over a 3 year horizon to mimic the NIftyMidcap100 Index weights returns, adjusted to economic risks. 

FinMoLITE GOLD

It is a portfolio of Stocks & ETFs or mimics ETFs, like NIFTY50 ETF, SENSEX30 ETF, BANKNIFTY ETF, GOLD ETF. Gold is only a name, the allocation to Gold ETF is based on the opportunity in a given time. The strategy is to capture “Buy Low Sell High”(BLSH) opportunities in a shorter time frame of 1-3 months. This is a dynamic portfolio with multiple exits over a 3 year horizon to mimic the Long term Index returns, adjusted to economy risks.  

FinMoLITE BIG-5

It is a dynamic portfolio of 5 select BIG or Large Cap stocks/ETFs. Big 5 is only a name, the allocation stocks or ETFs is based on the available upside potential at a given time. The strategy is to capture “Buy Low Sell High”(BLSH) opportunities in a shorter time frame of 1-3 months. This is a dynamic portfolio with multiple exits over a 3 year horizon to mimic the NIfty Heavy weights returns, adjusted to economy risks.

FinMoLITE BANKNIFTY

It is a portfolio of ETFs or mimics ETFs, like NIFTY50 ETF, SENSEX30 ETF, BANKNIFTY ETF, GOLD ETF. BANKNIFTY is only a name, the allocation to BANKNIFTY ETF is based on the opportunity in a given time. The strategy is to capture “Buy Low Sell High”(BLSH) opportunities in a shorter time frame of 1-3 months. This is a dynamic portfolio with multiple exits over a 3 year horizon to mimic the Long term Index returns, adjusted to economy risks.

RR MONTHLY MINI

It is a portfolio of stocks & ETFs where your accumulated monthly capital is invested. Monthly is only a name, the allocation stocks or ETFs is based on the available upside potential at a given time.  The strategy is to capture “Buy Low Sell High”(BLSH) opportunities in a shorter time frame of 1-3 months. This is a dynamic portfolio with multiple exits over a 3 year horizon to mimic the NIftyMidcap100 Index weights returns, adjusted to economic risks. 

IPO HUB by Arihant Capital

This Wealth basket consists of companies that have listed in last 5 year and recorded a good growth. Future expectations regarding earnings growth have also been taken into account. Additionally, only stocks that have been showing strong upward price movement and have performed better than the benchmark over the months.

Diversified Dude by Arihant Capital

As the name suggested this Wealth basket consists of companies that have a  different business model and accept good future growth. Furthermore, the stocks are diversified & Unique in nature, also hold better returns compared to its peers and have performed better than the benchmark over the months.

Coffee Can by Arihant Capital

CANCOFFEE WealthBasket is created on the basis of investment criteria set by our Research Team.

This WealthBasket consists of companies that have recorded good Sales growth over the period of time and also have a higher return on capital employed.

Stocks that generate substantial and sustainable positive cashflow and whose revenues and earnings are expected to increase at a faster rate and better than industry average are selected.

Diwali Mithai Portfolio – 2021

India emerged as one of the best-performing equity markets after Covid-19 pandemic. Nifty 50 rise more than 30 per cent year-to-date. India has a potential to continue this rally. As part of Diwali 2021 stock picks, our research team has recommended stocks that one can look to buy for long term perspective.

Insurance Star by Arihant Capital

The insurance industry in India has seen major growth in the last decade along with an introduction of a huge number of advanced products. The life insurance industry is expected to increase at a CAGR of 5.3% between 2019 and 2023. The government of India has increased the FDI limit in this sector from 49% to 74%.

Dividend Planet by Arihant Capital

Dividend returns are an important element of investment as they are considered as an additional source of income that the investor can earn. Also, it helps to tackle the adverse effects of inflation and market volatility.

This portfolio consists of companies that have an average dividend yield of at least 4% and additionally, that have maintained a good Return on Equity.

This portfolio is suitable for investors looking to take exposure through good quality stocks and to generate long-term passive income.

EVs Club by Arihant Capital

The auto industry is now trying to switch to less energy-intensive options. India, too, is investing in this electric mobility shift. The government of India has allowed 100% FDI in this sector.

A huge burden of oil import and global climate change are the key factors motivating India’s recent policies to speed up the transition to e-mobility

The central government is pushing efforts to slash oil imports by as much as 40 billion dollars to make 30% of vehicles runs on electricity by 2030. GST rate for EVs is reduced from 12% to 5% and for charging stations also reduced from 18% to 5%

Flexi Cap by Prudent Equity

It is a curated vessel of ETFs and stocks built to provide long term capital appreciation in equity markets.

The majority of the portfolio will consist of stocks following the theme of digital India, rural consumption, export oriented companies etc. The goal would be to identify companies growing at the highest rate amongst its peers in the industry and having an equitable margin of safety, while growing faster than the overall economy. 

The remaining constituents will consist of a basket of ETFs such as Gold, Nifty 50, Global Indices, etc. that cover a broad spectrum and have the potential to provide an hedge for our equity constituents.

At any given point of time, the ETF component of the portfolio will not exceed the stocks composition. In case of lack of opportunity, it would also be advisable to stay in cash. 

PEARL Focus by Jamawealth

This basket picks large-cap equities that meet stringent criteria on balance sheet strength and great growth track record/prospects. Such companies are cash-generating machines and offer huge potential to create wealth. We are nimble and rebalance the portfolio every quarter.

The universe is the publicly traded Large-cap stocks listed in Indian exchanges. This is usually the top 100 companies ranked by market cap in any given quarter. We focus on large caps to ensure stocks are proven and scaled companies with a market cap of more than 25,000 crores, organization systems, culture, and people to scale further.

We follow an Investment Philosophy called Roots & Wings. Roots aim to preserve wealth by selecting companies with low debt, consistent ROE/ROCE & promoter integrity. Wings aim to increase prosperity by identifying growing companies (sales/profit/cash flows).

Techniques:

  1. Our research team applies Quantitative techniques to all listed companies. Since we run into thousands of parameters per company, deploying ML techniques become unavoidable
  2. The fundamental data is based on the company quarterly results and annual reports that are published.
  3. The Quality filter is then applied to ensure that companies have a strong corporate governance track record.

Champion WealthBasket

Who does not want to invest in Champions of tomorrow!

The objective of this portfolio is to generate superior returns over long-term by investing in 10-15 cherry picked securities across market cap that fall under below themes:

  • Technology: It is evolving at a much higher pace today than ever before. We believe this change can deliver outsized returns as the way world works and industries transform.
  • China+1: We expect with the global movement to reduce dependence on one single country in conjunction with India strategy to boost local manufacturing will create multiple winners across value chain.
  • Special Situations: We believe Management change, M&A activity, Mergers/Demergers, Open Offers, Buy Backs, Turnaround, etc. can create a unique investment proposition that can deliver really special returns.
  • ESG: For us the E – Environmental of the ESG plays a very significant role and we would want that all the companies that we invest into does not impact the environment in a negative way.

Kasturi Equity Opportunity Portfolio

Kasturi Equity Opportunity Portfolio (KEOP), a multi-cap portfolio, comprises meticulously selected 20 stocks. About 70% of the stocks (14 out of 20) are selected via a quantitative model, based on consistent past financial performance backed by  sound corporate governance. The financial parameters for stock selection covers free cash flow generation, return ratios, asset turnover, leverage ratio  and valuation multiple etc. Balance 30% of stocks (6 out of 20) are selected via a subjective analysis/assessment of the future growth potential driven by emerging economic trends, regulatory changes or turn around stories. 

The indian economy is a multi year growth story. We believe, the equity market is best positioned to take advantage of this growth story. Equity is likely to be the best asset class in terms of return generation over the next decade. KEOP is an endeavour towards optimizing risk adjusted return over years to come while maintaining a low volatility for the portfolio.

Largecap 100 Growth Strategy Quarterly

This strategy is based on our research of Quality Business Score(QBS) and Alpha Generator Score (AGS)

Smallcap Low PE Strategy Quarterly

  • This Strategy identifies the best quality Small Cap stocks focusing on parameter, Quarterly EPS and Sales growth. It eliminates risk parameter like DE, Volume and Pledge to get the better returns.
  • This Strategy has given an astounding return of more than 130% in last 5 years in comparison to Small cap Index, which is 30%.
  • This strategy has been back-tested for 5 years based on artificial intelligence, taking two fundamental parameters into consideration i.e., Quarter and Annual EPS and Sales.
  • The strategy has a holding period of 3 months, the stocks are re-balanced after every quarterly result are declared. However, one can continue with the stocks if current quarter stocks are a repetition from last quarter.
  • This strategy has been derived after studying books of renowned Financial Gurus, who have generated good returns based on these two simple but powerful fundamental parameter of Sales and EPS.
  • This strategy is suitable for Aggressive Investors, who are ready to take risk by investing directly in Equity Markets.

Midcap Price Momentum Strategy Quarterly

  • This Strategy identifies the best quality Midcap stocks focusing on the positive price movement across different quarters along with strong fundamentals like ROE, FCF and eliminates risk to get better return.
  • This Strategy has given an astounding return of more than 130% in last 5 years in comparison to Midcap Index, which is 45%.
  • This strategy has been back-tested for 5 years based on artificial intelligence, taking fundamental parameters into consideration i.e. Quarter and Annual EPS.
  • The strategy has a holding period of 3 months, the stocks are re-balanced after every quarterly result are declared. However, one can continue with the stocks if current quarter stocks are a repetition from the last quarter.
  • This strategy has been derived after studying books of the renowned Investment Gurus, who have generated good returns based on simple but powerful fundamental parameter of EPS.
  • This strategy is suitable for Slightly Aggressive Investors, who are ready to take risk by investing directly in Equity Markets.

Multicap Growth Strategy Quarterly

  • The strategy gives a combination of quality Large, Mid and Small Cap stocks primarily based on growth parameters.
  • This strategy has been Back-tested for 5 years based on artificial intelligence.
  • This Strategy has given an astounding return of more than 130% in last 5 years in comparison to Nifty500, which is at 50%.
  • The strategy has a holding period of 3 months, the stocks are re-balanced after every quarterly result are declared. One can continue with the stocks if current quarter stocks are repeated from the last quarter.
  • This strategy has been derived after studying books of renowned Financial Gurus, who have generated excellent returns.
  • The strategy is for the Growth Investors, who tend to accept the risk and invest in volatile stocks such as, in Small Cap and Mid Cap.

Smallcap Price Momentum Strategy Quarterly

  • This Strategy identifies the best quality Small Cap stocks focusing on parameter, Quarterly EPS and Sales growth. It eliminates risk parameter like DE, Volume and Pledge to get the better returns.
  • This Strategy has given an astounding return of more than 120% in last 5 years in comparison to Small cap Index, which is 30%.
  • This strategy has been back-tested for 5 years based on artificial intelligence, taking two fundamental parameters into consideration i.e., Quarter and Annual EPS and Sales.
  • The strategy has a holding period of 3 months, the stocks are re-balanced after every quarterly result are declared. However, one can continue with the stocks if current quarter stocks are a repetition from last quarter.
  • This strategy has been derived after studying books of renowned Financial Gurus, who have generated good returns based on these two simple but powerful fundamental parameter of Sales and EPS.
  • This strategy is suitable for Aggressive Investors, who are ready to take risk by investing directly in Equity Markets.

Top Stock as per MF buying

  • This strategy identifies the best stocks based on the buying and selling activities of Mutual Fund, Foreign Investors and Institutions.
  • This strategy has been Back-tested for 5 years based on artificial intelligence.
  • This Strategy has given an astounding return of more than 120% in last 5 years in comparison to Nifty50, which is at 29.00% as on 3rd Aug 2020.
  • This strategy has a holding period of 3 months. The stocks are re-balanced after quarterly shareholding pattern is declared. One can continue with the stocks if the previous quarter stocks are repeated in the current quarter.
  • This strategy has been derived after studying books of the renowned Investment Gurus, who have generated excellent returns.
  • This strategy is suitable for the aggresive Investors, who are ready to take risk or have prior investments in the stock market; however, anybody can invest in the strategy with an overview of long term (annual) investment.

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