Name: CWA Smart Select Quant
Brand: smallcase
SKU: COWAQM_0004
Price: 205830 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 Smart Select Quant

Compounding Wealth Advisors

Carefully curated systematic portfolio designed using quantitative parameters.

CWA handpicks stocks from a defined universe comprising all publicly traded companies within NSE Total Market i.e NSE 750 Stocks

Our proprietary rule-based system combines quantitative parameters with our stock selection expertise. While key factors like price, trend, and momentum form the foundation, our expertise refines the selection process to identify the most promising opportunities. This approach ensures a structured yet adaptive framework for making informed, data-driven investment decisions while effectively managing risk. By integrating systematic analysis with expert judgment, we maintain a consistent and disciplined investing strategy.

For constituent screening, our proprietary system evaluates companies within the NSE Total Market (NSE 750). While key factors such as price, trend, and momentum and relative strength form the foundation, our stock selection expertise ensures that only the most suitable stocks are chosen. This approach blends systematic analysis with informed judgment to create a well-curated portfolio.

The initial allocation for each stock is approximately 4%, allowing for a maximum of 26 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

CWA Smart Select Quant

CWA Smart Select Quant

Overview

Stocks & Weights

About the smallcase

Live Performance

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About the Manager

Compounding Wealth Advisors

CWA Smart Select Quant

CWA Smart Select Quant

Overview

Stocks & Weights

About the smallcase

Live Performance

Login to see the live performance and return

Understand smallcase costs and returns

Understand smallcase costs and returns

About the Manager

Compounding Wealth Advisors

Login to see the
live performance and return