QVGS Fluid hurricane

Fluid Hurricane

Short-term Capital Appreciation with a 3 Yr horizon using Risk-seeking Bets in an Allcap universe

Overview

The Hurricane Portfolio is exposed to Indian Equities through a focused-equity strategy based on risk-seeking mean-reversion bets run over a universe of all stocks in order to Appreciate Capital in a limited period of time.

Satellite Investment Objectives

of the Hurricane Portfolio

Rolling Returns

The Hurricane Portfolio Batches shows High-Risk/ High-Reward spread of Rolling Returns in 5 Numbers.

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Invest in the Hurricane Portfolio through smallcase


Fluid Hurricane 2025MAR smallcase by Modulor Capital

Portfolio Features

Solutions, System & Strategy

Solution

Investment Objective

Satellite Portfolio
  • Generate returns to grow wealth with a time horizon of up to 3 to at most 5 years
  • Buy stocks at cheap valuations at the right time each quarter as a batch
  • Minimum lump sum entry only for each quarterly batch (one-time entry)
  • At the end of the run for a batch (3 to 5 years) retire or redeploy capital in a fresh batch
System

Parameters

Focussed Equity
  • 5 Stocks (All-cap Universe) per batch
  • Quantitative ✓ | Fundamental ✓ | Technical ✓
  • Quarterly Signal Review
  • Low Churn
  • Delivery-based & Long-only
  • Majority of trades fall under LTCG

NOTE: The portfolio is designed for continuous investment every quarter in a fresh batch in order to realize the long-term characteristics.

Strategy

Investment Process

Hurricane Algorithm

Stage (Component)

  1. Red-flag Stage (Filters for overvalued stocks)
  2. Yellow-flag Stage (Mean-reversion factor | Stock-trend | Value-factor)
  3. Green-flag Stage (Stock patterns)
  4. Risk-management Stage (Stock-trend | Market-trend)

Note: The portfolio does not follow any market cycles.

Suitability

Preferences, Capacity & Requirements

Risk Preferences

Exposure to volatility

HIGH

Suitable for:
Low ✕ | Medium✕ | High ✓

Risk Capacity

Minimum ticket size of investment

HIGH
  • Recommended Capital Ceiling: 10 Lac. per batch
  • Minimum Capital: 1 Lac. per batch
  • Ticket Size: Low ✕ | Medium ✕ | High ✓
Risk Requirements

Minimum Holding Period

3 to 5 Years
  • Short-term (to be realized after 3 years or beyond)
  • On achieving the end of the cycle for investment capital to be retired for de-risking
Long-term Performance

The experience of being invested in the Hurricane Portfolios over 3 years.

Batch Wise Returns

3 Year Returns plots indicate a cycle which cannot be predicted, yet generates good returns.

Invest in the Tornado Portfolio

You can invest through your existing broker integrated with our partner Administration Platforms.

Through smallcase.com

A smallcase is a basket of stocks that reflects an idea.

Fluid Hurricane 2025MAR smallcase by Modulor Capital

Here is a list of brokers integrated with smallcase .

Through Wealthdesk.in

WealthBasket reflects an investment strategy, theme or an idea.

Coming Soon...

Here is a list of brokers integrated with Wealthdesk

Fluid Suite

Focused-Equity Portfolios for Short to Medium-term Positional Trading

The Fluid Family of Portfolios

Market-cap or Size is a well-established quantitative factor for generating out-performance. Market-cap is directly correlated to returns and inversely correlated to safety and liquidity. However, by identifying and isolating specific security behavioral patterns, consistent profits with compounding characteristics can be generated in the short term. This implies that the benefits of smaller size companies (higher returns) can be enjoyed with a lower downside (drawdowns).

The Fluid Suite provides performance by trading consistent patterns found in stocks using 3 strategies combined to make 4 portfolios. The defined universe is large to micro-cap.

Inspiration Behind The Fluid Suite

The Fluid Suite is inspired by the motion of air and water (fluids) in the various natural phenomenon on planet Earth. The planet is a complex system that uses these natural phenomena to dissipate built-up energy.

Waves are the resulting motion of energy dissipation between 2 fluid media – air and water.

A Tornado is a vertical column of air dissipating energy from air over land.

A Hurricane is large and widespread of energy dissipation of air over the sea as well as land.

Each of these phenomena has a geometry that is made up of 1 or more Golden Spirals.