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Methodology

The portfolio will focus on - a) Deep Value b) Disruptive Technology c) Contrarian Ideas. It is market cap agnostic, focusing primarily on ideas that can compound money consistently over the long run. Primary research is both bottom-up and top-down with a focus on fundamentals, total addressable market, profitable growth, and quality of management.

Stack CAGR 22.53


Max DD %


Sharpe Ratio


Rebalancing Frequency Quarterly

VaR %

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

abs

US Tech Bluechip Portfolio


The US Tech Bluechip Stack invests in pure Technology Internet companies th...

34.49% 3 year returns

Moderate High Risk

abs

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

abs

Electric Vehicle Portfolio


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

36.16% 3 year returns

Moderate High Risk

abs

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

abs

Global Value & Growth


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

22.53% 3 year returns

Moderate High Risk

abs

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

abs

GlobalX Disruptors Portfolio


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

11.51% 1 year returns

High Risk

abs

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

abs

Global ETF Portfolio


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

11.08% 3 year returns

Moderate Risk

abs

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

abs

Healthcare Leaders Portfolio


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

19.41% 1 year returns

High Risk

abs

22.53%

Moderate High Risk