Systematic Investing in trending and outperforming stocks from Total Market. Recmd amt : 5-15 lacs
Investment Rationale
Recommended Investment amount : 5 to 15 lakhs, Recommended investment duration : 3 years.
- CWA All Cap 35 is a Systematic Long-only portfolio run by Compounding Wealth Advisors LLP.
- CWA All Caps 35 tracks the Nifty Total Market Index and invests in the best suited 35 Stocks of the Index
- Every stock gets approximately 3% allocation at the time of entry
- Portfolio rebalancing shall be done on a weekly basis
- We aim to ride our winners and cut our losers short
- We have managed to build completely rule based systematic long only strategies around these core ideas which cut out any discretion with regards to stock selection and position sizing.
- Systematic investing removes dependency on any particular stock and believes in selective diversification
