Stacks
Global Value & Growth
The Global Value & Growth Portfolio is designed to consistently compound capital over the long term. The portfolio will be a combination of global ETFs and listed stocks and A
4.55%
Moderate High Risk
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 4.55
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
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