Name: Aspire Diversified Stocks Portfolio Quant
Brand: smallcase
SKU: SMWANM_0014
Price: 2082 INR

Nifty Midcap 150

Aspire Diversified Stocks Portfolio

Aspire Diversified Stocks Portfolio Quant

 Pankaj Singh

Concentrated Momentum Stocks & Dynamic Gold Hedge – SIP Up to ₹10 Lacs

Broad Liquid Universe:&nbsp;<ul><li>Stocks: Focusses on high-liquidity stocks with ₹10 crore+ average daily trading volume for smooth entry/exit.</li><li>Debt ETF: Hedge against inflation and high-interest rate regime.</li><li>Gold ETF: Provides a hedge against geopolitical risks, and market downturns, with a negative correlation to equities.</li></ul>

For smart, forward-thinking professionals seeking an accelerated path to financial independence, SmartWealth.ai offers DIY Model Portfolios designed to amplify long-term returns while minimizing market risks. Unlike traditional mutual funds and fragmented strategies that often lack true diversification and effective hedging, SmartWealth.ai leverages proprietary Diversified Momentum Algorithms—combining diverse stocks across sectors, themes and capitalization levels to strike balance between growth and protection, free from human biases. SmartWealth.ai brings a solid 3-year track record on smallcase.com, enabling working professionals to grow their wealth confidently through smarter, data-driven investment strategies.

SmartWealth.ai's proprietary Diversified Momentum Algorithms employ a rigorous screening process to ensure optimal portfolio performance:&nbsp;&nbsp; 1. Stock Selection:&nbsp;<ul><li>High Liquidity: Typically at least ₹10 crore in average daily trading volume.&nbsp;&nbsp;</li><li>Low Volatility: Annualized volatility typically below 60%.&nbsp;&nbsp;</li><li>Strong Momentum: Typically trading above long-term averages.&nbsp;&nbsp;</li></ul> 2. ETF Selection:&nbsp;&nbsp;<ul><li>Includes all stock filters, with an additional emphasis on low inter-correlation for enhanced diversification.&nbsp;&nbsp;</li></ul>

Positions are equally-weighted, and are rebalanced only if weights have changed significantly

This smallcase has a weekly rebalance schedule. Once every week, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next week

Systematic, Rules-Based Model for Unbiased Investing:<ul><li>Broad Liquid Universe: Focusses on high-liquidity stocks with ₹10 crore+ average daily trading volume for smooth entry/exit.</li><li>Momentum-Driven Selection: Selects up to 5 top-momentum stocks across sectors, market caps and themes for growth potential.</li><li>Balanced Exposure: Equally weighted, rebalanced positions to manage weight shifts and reduce transaction costs.</li></ul> Dynamic Risk Management &amp; Hedging:<ul><li>Risk Control: Exits stocks losing momentum or becoming volatile, minimizing drawdowns.</li><li>Efficient Capital Use: Allocates free capital to interest-linked ETFs when stock options are limited.</li><li>Gold Hedging: Uses gold ETFs for stability during market uncertainty.</li></ul>

Aspire Diversified Stocks Portfolio Quant

Aspire Diversified Stocks Portfolio Quant

Overview

Stocks & ETFs