Name: Stellar Wealth Megatrends
Brand: smallcase
SKU: SLWNM_0002
Price: 202636 INR

Stellar Wealth Partners Private Limited is a SEBI registered Research Analyst firm with focus on fundamental research based stock ideas. Our goal is to enable long-term wealth creation through a disciplined and focused approach to investing.

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Nifty_SM100

Stellar Wealth Megatrends

Gautam Baid

Stock ideas based on long-term structural growth trends. Recommended minimum portfolio size 5 Lakhs.

<ul><li>All publicly traded companies on the National Stock Exchange of India are included in the universe.</li><li>Predominantly within Top 500 companies with select smaller companies to generate alpha.</li><li>We will not be suggesting any nano and microcaps due to liquidity constraints in the stocks, as entries and exits might have significant difficulties and impact costs.</li><li>We will always be looking at investments from a risk-reward perspective and exit companies where it is not in favor.</li></ul>

<ul><li>Research which cuts through the noise and clutter. Keep things simple.</li><li>Sound fundamental approach which incorporates a detailed study of company annual reports, quarterly financial statements, company announcements, industry and company news, business potential, valuations, etc.</li><li>Daily tracking of stocks is done by studying the relevant news items and corporate announcements.</li><li>Have developed a system which informs us whenever a particular industry has tailwinds.</li></ul>

smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

Investment universe predominantly within Top 500 companies by market cap with focus on alpha generation. Select exposure in smaller companies to generate additional alpha . Filtered for Management quality, corporate governance, sector headwinds etc.

Allocation is the most underrated aspect of successful investing. When downside looks limited, we must invest with conviction. Following parameters should be considered by subscribers while assigning weights to stocks in this smallcase:<ul><li>Industry Exposure</li><li>Company Exposure</li><li>Potential to generate alpha</li><li>Market trends</li></ul>

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

Stellar Wealth Megatrends

Stellar Wealth Megatrends

Overview

Stocks & Weights