SSR Midas Momentum Model

A relative momentum strategy with the power of a gold hedge designed to deliver market-beating returns. This adaptive approach thrives across all market cycles by investing in the strongest 25 stocks during favourable conditions or moving to cash during market weakness, while maintaining a permanent hedge of gold, which has a negative correlation with equity.

Strategy Overview:

Our disciplined approach selects up to 25 high-momentum stocks from the Nifty Total Market universe, with each position initially weighted at 2.8% of the portfolio. Stock selection is based on rigorous momentum analysis, ensuring only liquid, high-quality securities from the Nifty Total Market qualify for inclusion.

Key Features

• Systematic Approach: Winners are retained while underperformers are systematically removed based on predefined exit criteria
• Weekly Rebalancing: Portfolio composition is reviewed and adjusted weekly to capture momentum shifts
• Cash Protection: During unfavourable market conditions, the strategy moves to cash (Liquidcase) to preserve capital
• Permanent hedge of gold to protect the portfolio during equity downturns.
• Zero Manager Discretion: Removes emotional bias through rule-based decision making

Optimal Investment Range: ₹5 to ₹30 lakhs

This strategy combines the growth potential of momentum investing with the protection of gold, making it suitable for investors seeking consistent long-term wealth creation.