Growth Investing - Quantamental Foreign-equity (US)
Follows the Growth Market-cycle of the S&P 500 Index.
Avoids fundamentally weak companies that have been not exhibiting growth or going through a crisis.
Quantitatively ranks securities on multiple (sector-specific) growth factors.
Technically selects securities showing strong upward momentum & accumulation patterns.
Staggers positions as per individual signals and portfolio diversification rules.
US Foreign-equity: Market Cap above USD 5B | Cash.
Medium-term, 5 Years and beyond
Minimum USD 5,000 and up to USD 50,000 (recommended).
Monthly review for rebalancing and tactical change
Medium and above.
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.
The investment objective to take suitable risk in order to appreciate capital faster than others is Capital-appreciation.