Wealth Creation through a strong fundamental research and disciplined investing.
Top performing research house!

Nifty 100 Index

Smallcap Compounders

Divam

Invest in SmallCap stocks which can generate multifold returns (Rec amt 5-10 lakhs)


All publicly traded companies on the National Stock Exchange are included in the universe

-Green Portfolio is a SEBI Registered Portfolio Manager with -Founders having 3 generations of investing experience.We have a research team of over 8 members including CA's, MBA's, CFA, and Economics Honours graduates.-The team does screening of financial data of all the listedcompanies and selects the companies where detailed research is to be done basisHQRP Philosophy.-Detailed research report is prepared basis study of AnnualReport, Quarterly Financial Statements, Company Announcements, industry andcompany news, business potential, valuations, etc.-Daily tracking of stocks is done by studying the news items andcorporate announcements.-Quarterly research report is prepared for each stock underresearch.-We use Ace Equity and Ace MF database to study the financialstatements.-On-ground research is done by interacting with theDistributors, Employees, Customers, and Competitors on a periodic basis tounderstand the business direction.

Green Portfolio smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected.Our team has over 30 years of successful track in creating wealth from stocks. We use our learnings from the past to select the best multi-bagger stocks.We also use a disciplined approach to select stocks, re-balance them, keep liquid money for opportunities and do staggered buying and selling.

Our Screening is done basis "HQRP" PhilosophyBuying High-Quality Companies “HQ”-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The company should have been in business, successfully, for a long period of time.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The company should be profitable.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Debt/ equity should be below 1 times.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Revenues should be growing.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The Balance Sheet should be strong.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The business should have moats, or entry barriers- i.e. Capital, technology-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The company should be utilizing the cash generated from the business, in the best interest of shareholders.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;No ignorance towards safety, environment and pollution issues&nbsp;-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Operating margins should be above the industry average.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The taxes paid should be near the rate prescribed by the Government-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The company should be investing in product innovation, R&amp;D and brand building.-&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The management integrity, capability, and history should be good.&nbsp;Buying the stocks at the right price “RP”Buying a Company at the right price helps us maintain a margin of safety on your investments. This helps us generate higher capital appreciation.We use income, market and asset approach to evaluate the valuations of the company.The company should be Resilient, have a High Addressable Business Opportunity, should have high capital efficiency, have a competitive moat, have management with integrity. While investing, we consider ourselves as a small owner of the business

Following parameters are considered while assigning weights to stocks in this smallcases-Industry Exposure-Company Exposure-Theme-Potential to generate wealth-Economy and market trends-Exposure, revenues and earnings visibility

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 stocks are then weighted according to the selected asset allocation algorithm

Smallcap Compounders

Smallcap Compounders

Overview

Stocks & Weights

About the smallcase

Live Performance vs

Equity Smallcap

Understand smallcase costs and returns

Understand smallcase costs and returns

About the Manager

Green Portfolio