Name: CWA Defence Theme
Brand: smallcase
SKU: COWANM_0003
Price: 56940 INR

Compounding Wealth Advisors LLP (CWA) is a SEBI registered Research Analyst

The team at CWA has over 25 years of trading and investing experience in the Indian stock markets. We have developed quantitative trading and investing strategies that we utilise to generate optimal returns and limit risk for our clients.

Our vision is to compound our clients' wealth significantly over a long period of time.

Our strategies are based on the principles of trend following. We “Let our profits run, cut our losses short.”

Nifty 500 Index

CWA Defence 

CWA Defence Theme

Compounding Wealth Advisors

Systematic Investing in trending and outperforming stocks from the Defence Space. Rcmd amt:5-15 lacs

The proprietary system selects stocks from a defined universe comprising all publicly traded companies within the Indian Defence sector

Our proprietary rule-based system incorporates several key factors, including price, trend, and momentum. By analyzing these elements, the system generates specific buy and sell signals to guide our investing decisions. This methodical approach aims to provide a structured framework for making informed, data-driven investment choices while effectively managing risk. The integration of these factors allows for a more nuanced understanding of market dynamics, supporting a consistent strategy in our investing activities.

For constituent screening, the proprietary system selects stocks from a defined universe comprising all publicly traded companies within the Indian Defence sector This process involves analyzing key factors such as price, trend, and momentum to identify stocks that meet specific criteria

The initial allocation for each stock is 10%, allowing for a maximum of 10 stocks. We do not trim allocations; instead, the exposure to successful stocks increases naturally as their value rises relative to others. This approach allows winners to gain a larger share of the portfolio over time.

This smallcase has a weekly rebalance schedule. Once every week, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next week

If there are no buy signals and a sell signal is generated from the portfolio, the proceeds are held as liquid assets. This means the allocation from equity is parked in liquid funds, providing flexibility and maintaining liquidity while waiting for new investment opportunities.

CWA Defence Theme

CWA Defence Theme

Overview

Stocks & Weights