About the smallcase

H2 SELECT 15

This strategy is for long term nature. Horizon for this strategy is about 5 to 10 years.

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".

This is a SELECT 15 Stock Strategy based on a mix of Fundamental Analysis and Technical Analysis out of S&P BSE 500 & NSE NIFTY 500.

STRETAGY CHARACTERISTICS

  • Good for HNIs.
  • Value + Growth + Technical Strategy
  • This portfolio consists of 15 stocks selected from the S&P BSE 500 & NSE 500 universe.
  • Focused on companies with decent fundamentals and avoiding the terrible ones.
  • Initiation of Entry on Basis of Technical Breakouts.
  • Equal Weighted to start with and every time we remove or add a stock we rebalance it to equal weight.

This small case Stretagy is structured to be long-term in nature and it is highly recommended only for subscribers who have an investment horizon of at least 5 to 10 years. H2 INVESTMENT MANAGERS will always prioritize longevity of healthy returns over short-term high returns.

We suggest a minimum investment >25 lakhs in this small case portfolio (lump sum or over a period) for the fees to make economic sense.

The focus is to create long-term wealth for subscribers. We will focus a lot on behavioral aspects of investing and focus on process.

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Understand smallcase costs and returns

Understand smallcase costs and returns