H2 GROWTH LEGENDS Size Model

H2 GROWTH LEGENDS Size Model

by H2 INVESTMENT MANAGERS

Intended to knock into the Vibrant and Potential High growth Stocks | Good for HNIs


About the smallcase

H2 GROWTH LEGENDS Basket focuses on top-performing companies in any sector. Horizon for this strategy is about 5 to 10 years.

STRIKING FEATURES

  • Good for HNIs.
  • Stock Market Capitalization > 5000 Cr. At time of Recommendation.
  • Concentrated portfolio of ~ Minimum 6 TO Maximum 12 stocks.
  • Growth + Fundamental + Technical Strategy.
  • Rebalancing Strategy: Need basis.
  • We suggest a minimum investment > 15 lakhs in this small case portfolio (lump sum or over a period) for the fees to make economic logic.
  • The focus is to create long-term wealth for subscribers. We will focus a lot on behavioural aspects of investing and focus on process.


NOTE :-

  • If anyone wants quick money in the short term then this strategy is not suitable for you. As Warren buffet rightly says "You can't produce a baby in 1 month by getting nine women pregnant".
  • Lumpsum: To get maximum benefit from this investment, start with a lumpsum of INR 15 Lakhs.
  • SIP: For a lower starting amount, do an SIP of INR 25K per month.
  • Holding Period: The minimum holding period should be preferably 5 years. If subscriber have not passion to hold for long term then please do not subscribe.

DISCLAIMERS

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