Stacks
Cosmos Thematic High Impact
The Thematic High Impact stack follows proprietory macro research and is based on structural growth stories which are likely to see continuous multi-year and potentially multi
15.62%
High Risk
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 15.62
Max DD 35.15%
Sharpe Ratio 1.16
Rebalancing Frequency Quarterly
VaR 2.24%
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
US Tech Bluechip Portfolio
The US Tech Bluechip Stack invests in pure Technology Internet companies th...
17.03% 3 year returns
Moderate High Risk
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
Global ETF Portfolio
This Global ETF Stack comprises of Equity Index-only ETFs diversified among...
14.61% 3 year returns
Moderate Risk
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
Electric Vehicle Portfolio
The Electric Vehicles Stack is composed of companies involved in Electric V...
33.89% 3 year returns
Moderate High Risk
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
Omniscience Supreme US
Omni Supreme US is a US multi-cap investment strategy. The strategy provide...
58.37% 3 year returns
High Risk
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
Value Investing Portfolio
The Value Stack invests in undervalued companies with low book value and th...
18.2% 5 year returns
Moderate High Risk
