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Methodology

The investment universe would be largely ETFs that trade in the US stock market that incorporate the specific themes of the stack. The selection of ETFs is driven by in-depth macro (economy) and micro (sectors) analysis. Subsequently, data is fed into the algorithm which tends to be dynamic, to produce an appropriate portfolio mix. Investment Process would involve the following: Macro analysis to infer long term trends with a promising future. Selecting ETFs which maps closely with the given theme. Using quant models to forecast expected returns and risk weighted drawdown correlations over simple correlations. Using quant models to optimize portfolios and select the one that provides the best risk reward potential.

Stack CAGR 8.29


Max DD 35.15%


Sharpe Ratio 1.16


Rebalancing Frequency Quarterly

VaR 2.24%

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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...

16.15% 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...

16.15% 3 year returns

Moderate High Risk

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Electric Vehicle Portfolio


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

29.71% 3 year returns

Moderate High Risk

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Electric Vehicle Portfolio


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

29.71% 3 year returns

Moderate High Risk

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Omniscience Supreme US


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

32.92% 3 year returns

High Risk

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Omniscience Supreme US


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

32.92% 3 year returns

High Risk

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Global ETF Portfolio


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

4.52% 3 year returns

Moderate Risk

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Global ETF Portfolio


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

4.52% 3 year returns

Moderate Risk

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Omniscience AIoT


AIoT Stack sits at the heart of disruptive technology infrastructure (AI, IoT, Cloud, 5G, Big Data, ...

11.28% 1 year returns

High Risk

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Omniscience AIoT


AIoT Stack sits at the heart of disruptive technology infrastructure (AI, I...

11.28% 1 year returns

High Risk

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Value Investing Portfolio


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

7.28% 5 year returns

Moderate High Risk

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Value Investing Portfolio


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

7.28% 5 year returns

Moderate High Risk

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8.29%

High Risk