Why should you invest in this smallcase?

Our portfolio is a concentrated Portfolio of up to 25 stocks/ETFs. We would be investing across the market capitalization spectrum, following a bottom up stock picking approach. 


Our stock selection Universe is NIFTY 500. For Quality we will screen stocks with or potential to provide high ROCEs/ROAs and stocks which show consistency in cashflow generation (Operating/Free Cashflow).


For valuation (Entry points) we follow technical parameters like (but not restricted to) Pattern breakouts, Relative Strength Index, Money Flow Index, Daryl Guppy MMA and Fibonacci Retracements.

We also would take asset allocation bets by incorporating promising ETFs in International, Cash, Debt and Gold Segments. This serves both for reducing risk and for increasing returns.

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by SolomonInvestments

Past Performance vs 

1m3m6m1y2y3ymaxSIP
Value of ₹ 100 invested once on
inception of this smallcase

Jan 2, 2017

would be
The Wisdom Portfolio
₹ 196.72
Equity Multi Cap
₹ 131.58
AprJulOct2018AprJulOct2019AprJulOct2020AprJul100120140160180200

Launch

Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart