Butterfly Wings

Satellite portfolio designed for growth investing to attain funding goals for covered, aspiring rich, and established rich investors in the U.S. Markets.

Risk: Balanced and above
Type: Satellite Portfolio
Advisory Fee: 2.5% p.a.
Min investment: USD 5,000

Portfolio Strategy

Quantamental Construction in 5 Stages

Tactical Stage

Follows the Growth Market-cycle of the S&P 500 Index.

Red-flag Stage

Avoids fundamentally weak companies that have been not exhibiting growth or going through a crisis.

YelloW-flag Stage

Quantitatively ranks securities on multiple (sector-specific) growth factors.

Green-flag Stage

Technically selects securities showing strong upward momentum & accumulation patterns.

Risk-management Stage

Staggers positions as per individual signals and portfolio diversification rules.

Key Parameters

Universe

US Foreign-equity: Market Cap above USD 5B | Cash.

Holding Period

Medium-term, 5 Years and beyond

Ticket Size

Minimum USD 5,000 and up to USD 50,000 (recommended).

Review Frequency

Monthly review for rebalancing and tactical change

Volatility

Medium and above.

Model Portfolio

Factual Returns Information. Please read the Disclaimer Note below.

Disclaimer Note: The above charts tables and figures are a tool to communicate factual return information only & should not be seen as an advertisement or promotion of any sort. All factual return information including graphs & numbers are calculated using backtested & live data and include rebalances. Past performance doesn’t include trading costs, applicable taxes, & fees, or in no way guarantees future returns. Actual performance will depend on the exact execution price, costs & taxes which may vary for each investor. Investors should thoroughly understand the investment strategy apart from factual returns information in order to make informed investing decisions.

Get Invested in the Wings Portfolio

Connect with us to open an advisor-managed brokerage account with Interactive Brokers and invest directly across the globe through the LRS route.

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Suitability

The volatility, ticket size, and purpose of the portfolio are determined by its exposure to asset classes, instruments, and investment styles employed respectively. Combined together, these parameters describe the suitability of the strategy.