About the smallcase
The Budget of 2023 had a large allocation to infrastructure. Infrastructure stocks are going to be the beneficiaries of the budget. This basket is a collection of ten stocks that are likely to benefit from the large allocation to infrastructure
- The basket comprises of ten stocks across different areas within the infrastructure space like power, transportation, defence and others.
- All stocks start with an equal ten percent weightage
- The basket is reviewed every month which may or maynot result in a rebalance. Frequent rebalances can be disruptive and so we like to keep them to a minimum.
- Stocks are selected based on our momentum filters
- The portfolio is managed on the old traders' adage of cutting your losses and letting your winners run.
- As with all our portfolios, manager discretion is kept to a minimum,
For further any other questions pls call us at 8100723140 or write to us at info@lamronanalysts.com. You can also register on smartvalues to view other baskets designed by our algorithms
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