Concentrated investing in high conviction bets

CWA Everest 10

The proprietary system selects stocks from a defined universe comprising all publicly traded companies within NSE 500 Stocks

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 evaluates companies within i.e NSE 500 . 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

The allocation is entirely in equity unless there are no buy signals and a sell signal is generated from the portfolio. In such cases, the proceeds are held as liquid assets, meaning the allocation from equity is parked in liquid funds. This approach maintains liquidity while waiting for new investment opportunities.

CWA Everest 10 Quant

Concentrated Systematic Investing in the Top 10 outperformers from Nifty 500, Rcmd amt : 5-15 lacs

CWA Everest 10 Quant

Overview

Stocks & Weights

At a Glance

Holdings Distribution