Stacks
Findea: Twin Momentum
The TwinMomentum Stack seeks to invest in Equities with strong fundamentals as well as technicals (tecnho-fundamental investing). The Stack identifies stocks that display stro
6.01%
Moderate High Risk
Methodology
This strategy invests in stocks with strong fundamentals and price momentum. Fundamental momentum is determined using a combination of seven variables: Earnings, Return on Equity, Return on Assets, Accrual Operating Profitability to Equity, Cash Operating Profitability to Assets, Gross Profit to Assets and Net Payout Ratio. Price momentum is determined using the most recent twelve month period excluding the latest month. When these two types of momentum are combined together, these Stocks in the Stack deliver significant outperformance over the market.
Created by experts at AlphaNiti
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 6.01
Max DD 37.15%
Sharpe Ratio 1.24
Rebalancing Frequency Quarterly
VaR 2.9%
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...
13.04% 3 year returns
Moderate High Risk
US Tech Bluechip Portfolio
The US Tech Bluechip Stack invests in pure Technology Internet companies th...
13.04% 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...
2.44% 3 year returns
Moderate Risk
Global ETF Portfolio
This Global ETF Stack comprises of Equity Index-only ETFs diversified among...
2.44% 3 year returns
Moderate Risk
The Obvious Portfolio
The Obvious Portfolio Stack is comprised of the 6 of the most dominant Internet, Media & Technology ...
13.7% 3 year returns
Moderate High Risk
The Obvious Portfolio
The Obvious Portfolio Stack is comprised of the 6 of the most dominant Inte...
13.7% 3 year returns
Moderate High Risk
Healthcare Leaders Portfolio
The Healthcare Leaders Portfolio is a thematic play on the medical innovations and therapies being d...
7.86% 1 year returns
High Risk
Healthcare Leaders Portfolio
The Healthcare Leaders Portfolio is a thematic play on the medical innovati...
7.86% 1 year returns
High Risk
GlobalX Equity Portfolio
The Global X Equity Sector and Themes Portfolio provides exposure to thematic equity within a divers...
4.1% 2 year returns
High Risk
GlobalX Equity Portfolio
The Global X Equity Sector and Themes Portfolio provides exposure to themat...
4.1% 2 year returns
High Risk
Value Investing Portfolio
The Value Stack invests in undervalued companies with low book value and that show strong future gro...
4.02% 5 year returns
Moderate High Risk
Value Investing Portfolio
The Value Stack invests in undervalued companies with low book value and th...
4.02% 5 year returns
Moderate High Risk