About the smallcase
H2 WEALTH BUILDERS
This strategy portfolio is a portfolio of 8-15 companies which are company have long history in capital markets with strong earnings growth in past and high growth potential in future with investment horizon of 5 to 10 years.
PORTFOLIO CHARACTERISTICS
· Diversified portfolio of ~ 8-15 stocks
· Value + Growth + Technical Strategy
· Equal Weighted to start with and every time we remove or add a stock we rebalance it to equal weight
This small case portfolio 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 > 3 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 behavioural aspects of investing and focus on process.
Live Performance vs
Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.
Understand smallcase costs and returns
Understand smallcase costs and returns
