Name: CWA Large Cap Leaders Quant
Brand: smallcase
SKU: COWAMO_0003
Price: 329024 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 100 Index

CWA Large Cap Leaders

CWA Large Cap Leaders Quant

Compounding Wealth Advisors

Systematic Investing in trending and outperforming stocks from the Nifty 100, Rcmd amt : 5-15 lacs 

The proprietary system selects stocks from a defined universe comprising all publicly traded companies within NSE 100 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 NSE 100. 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 5%, allowing for a maximum of 20 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 Large Cap Leaders Quant

CWA Large Cap Leaders Quant

Overview

Stocks & Weights