Wright⚡️Momentum REBALANCED!
(01 March 2023)

Reading Time: 1 minutes

Amidst volatility in the market, we are adding IT, Healthcare, Autos Components and reducing Metals, Insurance and Rails.

Performance

The portfolio remained flat and suffered due to the allocation to insurance stock GICRE which was impacted by the budget.

In light of the shift that has happened in the markets, we are adding and removing the following stocks

Our current sector & stock allocation

See the portfolio & Apply Rebalance

Apply Rebalance

Sonam Srivastava

Sonam is a SEBI Registered Investment Advisor with more than 8 years experience in Portfolio Management and Quantitative Trading. Sonam holds B.Tech from IIT Kanpur and a Master's in Financial Engineering from Worldquant University. Before founding Wright Research, she was a Portfolio Manager at Qplum, where she was also using ML/AI to automate investment decision making. | The content in this article is purely the author’s personal opinion and is for informational and educational purposes only. It should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products. The views and opinions stated in the content belong to the author. WRYGHT RESEARCH & CAPITAL PVT LTD does not uphold nor promote any of the views / opinions. | WRYGHT RESEARCH & CAPITAL PVT LTD is a SEBI registered investment advisor (Regn. No. INA100015717)

Wright⚡️Momentum is Rebalanced & Up-to-date!

Wright Balanced🎯Multi Factor REBALANCED
(01 March 2023)

Cancel reply

Dislaimer: This platform is intended for informational purposes only and is not intended to provide investment advice. The stock prices displayed are delayed and may not reflect the most current market conditions. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. You can also consider consulting a financial advisor before making any investment decisions. Smallcase Technologies Private Limited shall not be responsible for any losses that may occur as a result of using this platform.

The views expressed in this article are those of the author and do not necessarily reflect the views of Smallcase Technologies Private Limited (STPL) or any of its associates. The information provided in this article is for educational and informational purposes only. Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision. Investors should understand that his/her investment decision is based on personal investment needs and risk tolerance, and performance information available on here is one amongst many other things that should be considered while making an investment decision. Past performance does not guarantee future returns.

Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The examples and/or scurities quoted (if any) are for illustration only and are not recommendatory.

The content and data available on the website, including but not limited to index value, return numbers and rationale are for information and illustration purposes only. Charts and performance numbers do not include the impact of transaction fee and other related costs. Past performance does not guarantee future returns and performances of the portfolios are subject to market risk. Data used for calculation of live returns and other information is provided by exchange approved third party vendors and has neither been audited nor validated by the Company. Detailed return calculation methodology is available here. Detailed volatility calculation methodology is available here.

The user agrees to assume complete and full responsibility for the outcomes of all of his/her investment decisions that he/she makes, including any direct, indirect, incidental, consequential, special, punitive or any other losses/damages if any that may be incurred by him/her. Smallcase Technologies shall not be responsible or liable for any direct, indirect, incidental, consequential, special, punitive or any other losses/damages arising out of the recipient's investments. For disclosures related to Smallcase Technologies Pvt Ltd, please visit this page .