Introducing the MOMENTUM 20 Portfolio
Unlock the potential of small and mid-cap companies with our expertly curated portfolio designed for short-term capital appreciation.
Key Benefits of the MOMENTUM 20 Portfolio
- Exposure to high-potential small and mid-cap companies.
- Systematic, evidence-based momentum investing approach.
- Dynamic quarterly rebalancing and weekly performance assessments.
- Effective risk management with built-in stop-loss mechanisms.
Annual Subscription: ₹30,000
Experience the power of momentum and position your investments for calculated, short-term capital appreciation with the MOMENTUM 20 Portfolio.
Objective
The MOMENTUM 20 Portfolio aims for short-term capital appreciation by focusing on small- and mid-cap companies with high momentum. Our systematic approach targets stocks that have consistently performed well in the past and are expected to continue performing well in the future.
Investment Strategy
Our approach to building the MOMENTUM 20 Portfolio is disciplined and evidence-based. Here’s how we do it:
- Systematic Stock Selection: We begin with the NSE universe of stocks, ranking them by their total return over the prior 12 months (excluding the last month). Stocks that rank in the top third of performance are selected.
- Market Capitalization Weighting: Each stock in the portfolio is weighted by its market capitalization, ensuring balanced exposure across the selected high-potential companies.
- Quarterly Rebalancing: The portfolio is rebalanced at least once every quarter to align with current momentum trends and capture the best market opportunities.
- Responsive Entry and Exit Signals: Our system generates timely signals for when to enter or exit the market, allowing us to optimize gains and protect capital.
- Focused on Small- & Mid-Cap Companies: We limit our investments to the bottom 400–500 companies in the NSE universe, providing exposure to promising, high-growth companies in this space.
Robust Risk Management
Risk management is essential in our approach. The MOMENTUM 20 Portfolio employs a stop-loss strategy to protect your investments:
- Stop-Loss Mechanism: If any stock falls more than 10% from its entry price, it is promptly sold and replaced with the top-ranking stock of the week.
- Flexible Market Positioning: The portfolio stays fully invested in favorable conditions and shifts to cash in downturns, preserving capital.
This disciplined approach to risk ensures that your portfolio remains focused on the strongest opportunities while minimizing potential losses.