Outperforming benchmarks with rigorous momentum

HNI Wealth Builder

All stocks from the Mid and Smallcap Space

We use quant methods (rule based investing) to eliminate all behavioral and emotional bias from the investing decisions this remaining true to the strategy always and believing in the concept of BBC - Bhav Bhagwan Che'

Screening of Constituents is done basis the framework of the strategy and at the frequency of the rebalance weekly or monthly

The Weights are reset every 6 months. The starting weights are 2% for each stock

This smallcase has a weekly rebalance schedule. Once every week, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next week

HNI Wealth Builder Momentum Model

The objective is to grow and preserve your wealth by investing in mid and smallcap space

HNI Wealth Builder Momentum Model

Overview

Stocks & ETFs

At a Glance

Holdings Distribution

Closed smallcase