Name: Student & Early Earner portfolio - Yadnya
Brand: smallcase
SKU: INPBMO_0008
Price: 10384 INR

Nifty 500 Index

Student & Early Earner portfolio - Yadnya

Pratik Bhat

Small denomination model portfolio using which an investor can start building  stock portfolio

All companies in the index is the BSE 500 Index universe for selection of Stocks.

<ul><li>Students&nbsp;get small amounts in the form of&nbsp;pocket money&nbsp;or through&nbsp;part-time income. Also, individuals who are just starting their careers usually have high expenses and&nbsp;low saving rates. Such students and early earners can take up more risk with their investments as typically the responsibilities are low, and the investment horizon is very high. This model portfolio gives such students and early-earners the opportunity to participate in capital markets and benefit from the edge they have on their side, i.e., TIME&nbsp;for long-term capital growth.</li><li>The expected average rate of return from this portfolio is 15-18% over time. In its best year, it might gain 25-30% and in its worst year, it could decline by 20-25%.</li><li>These are a typical investor profiles who can refer to this portfolio –</li><li>1. A student with high-risk appetite; typically, 18 - to 25-year-old with low savings and low liabilities</li><li>2. A young professional who just started working &amp; interested in creating a new stock portfolio</li><li>3. A homemaker who wants to utilize a portion of the monthly savings to take first exposure to stock markets for meeting a long-term goal</li><li>Time Horizon</li><li>Min. 10 years</li></ul>

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

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Stock level FIVE G scores and weighting as per the FIVE G scores</li><li> </li></ul>

This smallcase has a quarterly rebalance schedule. Once every quarter, the research team reviews this smallcase and realign the weights with the selected asset allocation strategy for the next quarter.

The final screened stocks are then weighted according to the selected asset allocation algorithm

Student & Early Earner portfolio - Yadnya

Student & Early Earner portfolio - Yadnya

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Overview

Stocks & Weights

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