CWA Manufacturing (China Plus One)

The proprietary system selects stocks from a defined universe comprising all publicly traded companies involved in manufacturing activities.

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 involved in manufacturing activities.

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 Manufacturing (China Plus One) Theme

Systematic Investing in strong and leading stocks from the manufacturing sector.Rcmd Amt 5-15 Lacs. 

CWA Manufacturing (China Plus One) Theme

Overview

Stocks & Weights

At a Glance

Holdings Distribution