SUBH STAYVAN

All publicly traded companies on the National Stock Exchange of India are included in the universe.&nbsp;

In depth research is undertaken to decide the criteria to be used for constituent screening. &nbsp;

Individual screening and selection of stocks are undertaken on many parameters, mainly being:·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Price·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Trading volume·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Turnover (Price * volume)·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Technical analysis (Range, Drawdown, Momentum, etc)·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Many other quantitative parameters&nbsp;

Following parameters are considered while assigning weights to the stocks in this smallcase·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Number of scrips in the smallcase·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Price performance·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The weights are increased (additional quantity) are bought below the previous buy to average the buying cost on investment.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The weight is reduced (additional bought quantity) is sold above the previous buy, thereby booking profits on a leg of investment.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Weights are actively managed in the portfolio to try and generate returns from the volatility of the scrip.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The balancer (ETFs / MFs / Passive stock) are reduced when equity buying is undertaken and increased when equity selling is undertaken.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Although the minimum investment amount might be lower, its recommended to invest between 1.50% to 3% of the total capital per dip to buy and sell, till the SIP is completed. (This is just a reference for our strategy, please consult your financial advisor for advisory).·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;These re-balance recommendations depend on the volatility of the stock. The more the volatility, the higher frequency of the re-balances and vice-versa.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;We shall provide the rebalances (Buying and Selling) as per the tables.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Scrips could be screened and re-valued as a model portfolio or separately and independently.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Many other parameters are undertaken from time to time to adjust to the markets. Explanation video =https://youtu.be/vSh2z0ClzwI

This smallcase will be rebalanced on an as-needed basis

SUBH STAYVAN Model

(Stocks priced above 1000)
RA Dipen Shah's (SEBI no = INH000006077) SIP strategy for lumpsum or sip.

SUBH STAYVAN Model

Overview

Stocks & ETFs

At a Glance

Holdings Distribution