High-Growth, High-Risk Strategy for Ambitious Investors:

• Objective: Aims to outperform Nifty50 over market cycles while reducing impact from major crashes like the subprime crisis and Covid
• Strategy: Invests in 30 high-momentum stocks, shifts to debt in weak markets, and hedges with gold to reduce volatility
• Use Case: Suitable for high-risk investors seeking a proactive stock strategy, suited for monthly SIP mode

Systematic, Rules-Based Model for Unbiased Investing:

• Broad Liquid Universe: Focusses on high-liquidity stocks with ₹10 crore+ average daily trading volume for smooth entry/exit
• Momentum-Driven Selection: Selects up to 30 top-momentum stocks across sectors, market caps and themes for growth
• Balanced Exposure: Equally weighted, rebalanced positions to manage liquidity and transaction costs

Dynamic Risk Management & Hedging:

• Risk Control: Exits stocks losing momentum or becoming volatile, minimizing drawdowns
• Efficient Capital Use: Allocates free capital to interest-linked ETFs if stock options are limited
• Gold Hedging: Uses gold ETFs for stability during market uncertainty

Optimal Execution Rhythm:

• Weekly Rebalancing: Typically on Thursdays. 10am-2pm suitable
• Capital Allocation: Suitable for investments between ₹5-25 lakhs
• Monthly SIPs: 1st Thursday post-rebalancing

 Consider adding:

1) Aspire Diversified Factors Portfolio for greater diversification

2) Endurance Paired-Strategy Portfolio for larger investments

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