Name: Passivee Wealthemoji
Brand: smallcase
SKU: WEEMET_0001
Price: 1479 INR

Nifty 100 Index

Passivee Wealthemoji

Vinayakk V Joshi

Passivee Wealthemoji is a long-term investment strategy for creating wealth in long run.     

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 financial reports, media releases and technical charts 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 wealthemoji<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li><li>Sectoral momentums and technical parameters</li></ul>

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

The final screened ETFs are then weighted according to the selected asset allocation algorithm

Passivee Wealthemoji

Passivee Wealthemoji

smallcase is played out

Overview

ETFs

smallcase is played out