About the smallcase

Recommended Investment amount : 5 to 15 lakhs, Recommended investment duration : 3 years.

  • CWA MILT 25(Momentum Investing Long Term) is a Systematic Long-only portfolio run by Compounding Wealth Advisors LLP.
  • CWA MILT 25 tracks the Nifty Total Market Index and Invests in the best suited 25 Stocks of the index based on the momentum of the stock
  • Every stock gets approximately 4% 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.

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