Name: Technofunda Portfolio Tracker
Brand: smallcase
SKU: WECEMO_0014
Price: 50000 INR

WealthCulture is a SEBI registered research house with the mission of helping retail investors in their wealth creation journey through fundamental, data backed, actionable research. We want to create a mindset that enables retail investors to think like owners and not traders, a mindset that calls for discipline and patience and the culture of learning. Proud to be with you in this wonderful journey called investing!

Nifty 500 Index

Technofunda Portfolio

Technofunda Portfolio Tracker

Ujjawal Kumar

Invest in business cycles depending on their peaks and throughs using fundamentals and technicals.

Identify sectors/industries that have gone through their worst phase and have bottomed. These sectors/industries are in the phase of revival.

Once we identify an improving sector, we study various businesses within that sector and try to find those with the best chance of a turnaround, leading to maximum re-rating.

We screen stocks that are trading cheap but have the best chance to turnaround and revival.

Weightage is assigned basis <ul><li>mcap of the company</li><li>Conviction in the idea</li><li>level of execution and </li><li>comfort with valuations</li></ul>

This smallcase will be rebalanced on an as-needed basis

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

Technofunda Portfolio Tracker

Technofunda Portfolio Tracker

Overview

Stocks & ETFs