Simple Investing
50% Value || 50% Momentum || Medium Risk || 25% CAGR over last 3 years || Ideal for small investment size -- This smallcase consists of a narrow list of 15 stocks - including small, medium and large caps. 50% of stocks are picked based on price momentum and the rest are undervalued stocks. The aim is to take moderate risk and beat the Nifty Multicap index over long term. I am SEBI registered research analyst who has previously worked with JP Morgan and Ambit Capital.
Simple Investing
50% Value || 50% Momentum || Medium Risk || 25% CAGR over last 3 years || Ideal for small investment size -- This smallcase consists of a narrow list of 15 stocks - including small, medium and large caps. 50% of stocks are picked based on price momentum and the rest are undervalued stocks. The aim is to take moderate risk and beat the Nifty Multicap index over long term. I am SEBI registered research analyst who has previously worked with JP Morgan and Ambit Capital.
Managed by
Kushank Poddar
10+ years experience
I am Kushank, the manager behind simple investing. I am engineer from IIT KGP and have 10+ years of experience in investing. I have worked in research divisions of JP Morgan, Ambit Capital and have also done CFA.
I run a single investment strategy called Value and Momentum Picks - with 2 fee options - 1) AUM-based fee for investment between 50k to 10 lakhs and 2) Fixed fee for investment above 10 lakhs.
The portfolio has a narrow list of upto 15 stocks where 50% are selected based on long term price momentum, and the rest 50% are stocks that are undervalued. This is a medium risk strategy that aims to outperform Nifty Multicap Index in the long term (5 years or more). Combining two approaches helps ensure that the strategy outperforms in all market conditions. Check my blog for more details.
If you have questions, I would love to chat. Drop me a line at kushank@simpleinvesting.in or call me on +91 98217 02877
I am Kushank, the manager behind simple investing. I am engineer from IIT KGP and have 10+ years of experience in investing. I have worked in research divisions of JP Morgan, Ambit Capital and have also done CFA.
I run a single investment strategy called Value and Momentum Picks - with 2 fee options - 1) AUM-based fee for investment between 50k to 10 lakhs and 2) Fixed fee for investment above 10 lakhs.
The portfolio has a narrow list of upto 15 stocks where 50% are selected based on long term price momentum, and the rest 50% are stocks that are undervalued. This is a medium risk strategy that aims to outperform Nifty Multicap Index in the long term (5 years or more). Combining two approaches helps ensure that the strategy outperforms in all market conditions. Check my blog for more details.
If you have questions, I would love to chat. Drop me a line at kushank@simpleinvesting.in or call me on +91 98217 02877
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