An all season quantitative portfolio with low volatility and high returns - best for long term goals
Investment Rationale
This is a quantitative portfolio for the long term investors seeking value with low volatility - best suitable for goals related to retirement, children education & marriage, own house and such long term goals.
It consists of 25-30 stocks of mid-to-large caps rebalanced regularly (Semi-annually). The stocks are selected based on the proprietary criteria and filters to ensure that they give higher returns and at the same time, have lower drawdowns and volatility.
The modelling of the portfolio is quantitatively back-tested on over 20 years of market data covering different market cycles and risk filters are applied, so that this portfolio continues to give market beating returns with very low risk.
This model portfolio is a good alternative to mutual funds where lower fees and better returns can be expected. Investors having low risk appetite but seeking outperformance to market returns should find this portfolio appealing.
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