Long term portfolio with focus on market leaders and growth.
Investment Rationale
The Capitalmind Focused portfolio is designed to generate wealth over the long term by investing in market leaders across sectors.
Portfolio specifics:
- Invest in up to 18 stocks across sectors and market cap
- Focus on growth triggers in the next 3-5 years
- Strong risk management in place with pre-defined entry/exit strategies
- Competent Management with good corporate governance
- Reluctant towards cyclical businesses
- Using technical and Fundamental parameters
- Rebalanced on 1st Monday of each month
- Suitable for long term investors with a 5-year horizon
A detailed note on the portfolio construction is here.
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