Name: QUANT FACTOR Model
Brand: smallcase
SKU: LIWEET_0004
Price: 3339 INR


We create portfolios with stocks that has been showing great momentum as well as great fundamentals. The portfolio usually consists of 15 -20 stocks that gets cycled from time to time based on the trend getting exhausted. We follow a principle called as momentum investing. Momentum investing is a trading strategy in which investors buy securities that are rising and sell them when they look to have peaked. The goal is to work with volatility by finding buying opportunities in short-term uptrends and then sell when the securities start to lose momentum.
Our stocks are selected based on its prehistoric performance, fundamentals as well as the 

Nifty 100 Index

Quant Alpha

QUANT FACTOR Model

Livelong Wealth

Quantitively designed wealth creation strategy to generate additional Alpha on the growth stocks.

All publicly traded companies on the National Stock Exchange of India are included in the universe

The team does in-depth research to decide the criteria to be used for constituent screening

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

This smallcase will be rebalanced on an as-needed basis

QUANT FACTOR Model

QUANT FACTOR Model

Overview

ETFs & Weights