High-Growth, High-Risk Strategy for Ambitious Investors:

• Objective: Aims to outperform Nifty50 over market cycles while reducing impact from major crashes like the subprime crisis and Covid.
• Strategy: Invests in 5 high-momentum stocks, shifts to debt in weak markets, and hedges with gold to reduce volatility.
• Use Case: Suitable for high-risk investors seeking a proactive stock strategy, suited for monthly SIP mode.

Systematic, Rules-Based Model for Unbiased Investing:

• Broad Liquid Universe: Focusses on high-liquidity stocks with ₹10 crore+ average daily trading volume for smooth entry/exit.
• Momentum-Driven Selection: Selects up to 5 top-momentum stocks across sectors, market caps and themes for growth potential.
• Balanced Exposure: Equally weighted, rebalanced positions to manage liquidity and transaction costs.

Dynamic Risk Management & Hedging:

• Risk Control: Exits stocks losing momentum or becoming volatile, minimizing drawdowns.
• Efficient Capital Use: Allocates to interest-linked ETFs when stock options are limited.
• Gold Hedging: Uses gold ETFs for stability during market uncertainty.

Optimal Execution Rhythm:

• Weekly Rebalancing: Typically reviewed on Thursdays. 10am-2pm ideal window.
• Capital Allocation: Suitable for investments between ₹1-10 lakhs.
• Monthly SIPs: 1st Thursday post-rebalancing.

A resilient, growth-focused approach balancing opportunity and risk.

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