Stacks
S&P US Champions Portfolio
This strategy captures the diversification and growth in US equities that are dominated by global players such as Apple, Microsoft, Amazon, Google, Johnson & Johnson, Visa, JP
0.87%
Moderate High Risk
Methodology
The investment team identifies medium term investment themes utilizing top-down global macro analysis as well as bottom-up quantitative models. The sector analysts provide sector specific inputs such as M&A cycle, regulatory regime to the portfolio managers to identify attractive investment opportunities. The portfolio managers evaluate each investment in terms of its potential to perform better than the S&P500 index. The strategy gains exposure to sector and thematic ETFs as well as individual stocks.
Stack CAGR 0.87
Max DD NA
Sharpe Ratio NA
Rebalancing Frequency Quarterly
VaR NA
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...
8.03% 3 year returns
Moderate High Risk
US Tech Bluechip Portfolio
The US Tech Bluechip Stack invests in pure Technology Internet companies th...
8.03% 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...
0.84% 3 year returns
Moderate Risk
Global ETF Portfolio
This Global ETF Stack comprises of Equity Index-only ETFs diversified among...
0.84% 3 year returns
Moderate Risk
Value Investing Portfolio
The Value Stack invests in undervalued companies with low book value and that show strong future gro...
1.9% 5 year returns
Moderate High Risk
Value Investing Portfolio
The Value Stack invests in undervalued companies with low book value and th...
1.9% 5 year returns
Moderate High Risk
The Obvious Portfolio
The Obvious Portfolio Stack is comprised of the 6 of the most dominant Internet, Media & Technology ...
10.19% 3 year returns
Moderate High Risk
The Obvious Portfolio
The Obvious Portfolio Stack is comprised of the 6 of the most dominant Inte...
10.19% 3 year returns
Moderate High Risk
Electric Vehicle Portfolio
The Electric Vehicles Stack is composed of companies involved in Electric Vehicle (EVs) technology, ...
3.52% 3 year returns
Moderate High Risk
Electric Vehicle Portfolio
The Electric Vehicles Stack is composed of companies involved in Electric V...
3.52% 3 year returns
Moderate High Risk
