About the smallcase
Old Pine Multibagger Portfolio is a long only portfolio and would consist of 15 to 20 stocks/ETFs primarily from small & mid cap space. The portfolio would follow the core-satellite approach to generate alpha over market returns.
The core portfolio will have around 5 to 10 stocks in the small and mid cap segment, identified based on fundamental analysis and strategies to pick up growth stocks, hidden gems, turnaround plays, special situations etc which would enable us to give potential doublers in 1-2 years time.
The satellite portfolio would follow momentum strategy based on proprietary screeners, in-house algorithms, PEAD strategy, sector trends & momentum in the markets. This part of the portfolio is expected to have higher churn with faster entry & exits.
This is a strategy based investing and suitable for moderate to high risk profile investors. Strictly, only a small part of the overall portfolio should be invested in this strategy.
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Past Performance vs
Aug 13, 2020
Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.