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Methodology

The investment strategy of US Tech Bluechip Stack is investment in best-of-breed Technology companies benefitting from uptrends in Internet, Hardware, Software, OTT & Cloud. The equity allocation of the Stack is Long-only investments in leading high-growth Internet, Technology & Media companies with secular growth stocks, strong competitive advantages (MOATs), steady consistent free cash-flows (FCF), strong cash flow to equity and low debt-to-equity ratios. This Stack has a high exposure to Technology, Media & Internet sectors.

Stack CAGR 34.49


Max DD 28.2%


Sharpe Ratio 3.01


Rebalancing Frequency Quarterly

VaR 2.96%

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...

34.49% 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...

34.49% 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, ...

36.16% 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...

36.16% 3 year returns

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Global Value & Growth


The Global Value & Growth Portfolio is designed to consistently compound capital over the long term....

22.53% 3 year returns

Moderate High Risk

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Global Value & Growth


The Global Value & Growth Portfolio is designed to consistently compound ca...

22.53% 3 year returns

Moderate High Risk

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GlobalX Disruptors Portfolio


The Global X Disruptors Portfolio is unique due to it providing exposure to thematic equity within a...

11.51% 1 year returns

High Risk

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GlobalX Disruptors Portfolio


The Global X Disruptors Portfolio is unique due to it providing exposure to...

11.51% 1 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...

11.08% 3 year returns

Moderate Risk

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Global ETF Portfolio


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

11.08% 3 year returns

Moderate Risk

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Healthcare Leaders Portfolio


The Healthcare Leaders Portfolio is a thematic play on the medical innovations and therapies being d...

19.41% 1 year returns

High Risk

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Healthcare Leaders Portfolio


The Healthcare Leaders Portfolio is a thematic play on the medical innovati...

19.41% 1 year returns

High Risk

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34.49%

Moderate High Risk