Systematic Investing in trending and outperforming stocks from the Defence Space. Rcmd amt:5-15 lacs
Investment Rationale
Recommended Investment amount : 5 to 15 lakhs
Recommended investment duration : 3 years and more
- CWA Defence is a Systematic Long-only portfolio run by Compounding Wealth Advisors LLP.
- CWA Defence tracks the Indian Defence sector and invests in the best suited Stocks of the Defence Space. Number of stocks can vary from 5 to 10 as per the system
- Every stock gets approximately 10-20% 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
