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Methodology

The Wide Moat & Big Brand Portfolio seeks exposure to large/mega cap U.S. companies with recognizable brand names, strong industry positioning, fundamental soundness and potential for consistent long-term growth.

Created by experts at AlphaNiti

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Our US stacks on Stockal platform have been built to provide investors access to a high-quality combination of stocks which captures mega trends/themes with a single execution facility. We see significant growth in investments in the US market and our US products have a strong competitive edge given our deep on the ground expertise in that market.

Stack CAGR 12.55


Max DD 31.69%


Sharpe Ratio 1.32


Rebalancing Frequency Quarterly

VaR 2.51%

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Stacks are pre-configured baskets of stocks & ETFs that you can invest in with a single click

Popular Stacks

US Tech Bluechip Portfolio


The US Tech Bluechip Stack invests in pure Technology Internet companies that are critical to the in...

17.03% 3 year returns

Moderate High Risk

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US Tech Bluechip Portfolio


The US Tech Bluechip Stack invests in pure Technology Internet companies th...

17.03% 3 year returns

Moderate High Risk

abs

BayFort Capital Global Leaders


BayFort Capital manages a concentrated portfolio of the world’s top 15 unique and best companies wit...

24.67% 8 year returns

Moderate High Risk

abs

BayFort Capital Global Leaders


BayFort Capital manages a concentrated portfolio of the world’s top 15 uniq...

24.67% 8 year returns

Moderate High Risk

abs

Global ETF Portfolio


This Global ETF Stack comprises of Equity Index-only ETFs diversified among US Equity markets & Glob...

14.61% 3 year returns

Moderate Risk

abs

Global ETF Portfolio


This Global ETF Stack comprises of Equity Index-only ETFs diversified among...

14.61% 3 year returns

Moderate Risk

abs

Electric Vehicle Portfolio


The Electric Vehicles Stack is composed of companies involved in Electric Vehicle (EVs) technology, ...

33.89% 3 year returns

Moderate High Risk

abs

Electric Vehicle Portfolio


The Electric Vehicles Stack is composed of companies involved in Electric V...

33.89% 3 year returns

Moderate High Risk

abs

Omniscience Supreme US


Omni Supreme US is a US multi-cap investment strategy. The strategy provides exposure to the largest...

58.37% 3 year returns

High Risk

abs

Omniscience Supreme US


Omni Supreme US is a US multi-cap investment strategy. The strategy provide...

58.37% 3 year returns

High Risk

abs

Value Investing Portfolio


The Value Stack invests in undervalued companies with low book value and that show strong future gro...

18.2% 5 year returns

Moderate High Risk

abs

Value Investing Portfolio


The Value Stack invests in undervalued companies with low book value and th...

18.2% 5 year returns

Moderate High Risk

abs

12.55%

High Risk