RA Dipen Shah with his more than 26 years of market experience with being an trusted established name in the research industry. SEBI / NISM registration does not guarantee any profits. Investments in market are subject to risks, please consult your financial advisor before investing. 

Nifty 100 Index

SABKA STAYVAN

SABKA STAYVAN Model

Dipen

(Stocks priced 100 to 200)
RA Dipen Shah's (SEBI no = INH000006077) SIP strategy for lumpsum or sip.

All publicly traded companies on the National Stock Exchange of India are included in the universe.&nbsp;

In depth research is undertaken to decide the criteria to be used for constituent screening.

Individual screening and selection of stocks are undertaken on many parameters, mainly being:·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Price·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Trading volume·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Turnover (Price * volume)·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Technical analysis (Range, Drawdown, Momentum, etc)·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Many other quantitative parameters&nbsp;

Following parameters are considered while assigning weights to the stocks in this smallcase·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Number of scrips in the smallcase·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Price performance·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The weights are increased (additional quantity) are bought below the previous buy to average the buying cost on investment.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The weight is reduced (additional bought quantity) is sold above the previous buy, thereby booking profits on a leg of investment.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Weights are actively managed in the portfolio to try and generate returns from the volatility of the scrip.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The balancer (ETFs / MFs / Passive stock) are reduced when equity buying is undertaken and increased when equity selling is undertaken.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Although the minimum investment amount might be lower, its recommended to invest between 1.50% to 3% of the total capital per dip to buy and sell, till the SIP is completed. (This is just a reference for our strategy, please consult your financial advisor for advisory).·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;These re-balance recommendations depend on the volatility of the stock. The more the volatility, the higher frequency of the re-balances and vice-versa.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;We shall provide the rebalances (Buying and Selling) as per the tables.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Scrips could be screened and re-valued as a model portfolio or separately and independently.·&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Many other parameters are undertaken from time to time to adjust to the markets. Explanation video =https://youtu.be/vSh2z0ClzwI

This smallcase will be rebalanced on an as-needed basis

SABKA STAYVAN Model

SABKA STAYVAN Model

Overview

Stocks & ETFs