Name: Coffee Can Investing
Brand: INDWealth
SKU: INDMO_0009
Price: 142165 INR
Availability: OutOfStock

Nifty Largemidcap 250 Index

All publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization, are included in the universe

The indwealth team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective theme

Following parameters are considered while assigning weights to stocks in this smallcases<ul className="mt8"><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase has a annual rebalance schedule. Once every year, the research team reviews this smallcase and drops stocks which do not meet the criteria and adds new stocks

The team does in-depth research to decide the criteria to be used for constituent screening

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

The final screened stocks are then weighted according to the selected asset allocation algorithm

Coffee Can Investing

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

Works on the philosophy of the coffee can portfolio

Coffee Can Investing

Overview

Stocks & Weights

Investment Rationale

About the Manager

smallcase is played out