Intrinsic Value CORE Portfolio Fundamental
by Intrinsic Value
Undervalued Quality Companies|| Holding Period- 2+ years || capital> 4 lacs
About the smallcase
- Out of favor sectors are selected based on Market cycles.
- 3 dimensional ranking is performed and top 3 stocks are selected
- Minimum Intrinsic value of the stocks is calculated.
- Top Stocks are bought at their Minimum Intrinsic Value.
- Hold till market cycle reverses, Sector performs.
- Exit near Maximum intrinsic value.
- Average holding per stock is 2.5 years. The portfolio will be rebalanced as per need basis.
- Preferred amount to invest should be atleast 4-5 lacs over the year.
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Understand smallcase costs and returns
Understand smallcase costs and returns
