Key Sentiment Investing - Quantamental Focused-equity
Satellite portfolio designed for key sentiment trading to generate discretionary income for aspiring rich, and established rich investors.
- Risk: Balanced and above
- Type: Satellite Portfolio
- Advisory Fee: 2.5% p.a.
- Min investment: INR 2,50,000
Follows the Growth Market-cycle of the Nifty 200 Index.
Avoids companies that are exhibiting a downward sentiment bias.
Quantitatively ranks securities on multiple (sector-specific) sentiment factors.
Technically selects securities showing both high potential mean-reversion momentum or strong upward momentum patterns.
Staggers positions as per individual signals and portfolio diversification rules.
India Focused-equity: Market Cap above INR 100B | Gold | Overnight Debt.
Short-term, 3 Years and beyond
Minimum INR 2,50,000 and up to INR 2,50,00,000 (recommended).
Weekly review for rebalancing and tactical changes.
Low and above.
- All performance graphs & numbers are calculated using backtested & live data and include rebalances.
- Past performance doesn’t include costs and fees or guarantee future returns.
- The above graphs are calculated on the close/average price of stocks and ETF instruments. Actual performance will depend on exact execution.
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- Asset-classes/ Market Cap: Equity (Market Cap above INR 100B) | Gold| Overnight Debt
- Peak Volatility: Low
- Instruments: Stocks
- Investment Universe: India Stocks above INR 100B, Focused-equity
Evaluate Your Risk Profile
We employ algorithms to understand your Risk Profile through our proprietary framework called the PCR Triangle®.
Quantamental Investment Objectives
The investment objective to generate surpluses from accumulated capital in order to spend on non-essential things/experiences.
Quantamental Algorithms Deployed
Sentiment-cycle algorithm for Indian equity