This concentrated portfolio selects upto 10 stocks upto 10 highly liquid (>500cr mkt cap) that are near their All time highs (or multi year highs) and holds till the exit criteria are met. It is rebalanced weekly.
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Period Considered | From To | |
Mi ATH 2
|
Benchmark
|
|
Absolute Returns |
NA
|
NA
|
Last 3Y |
NA
|
NA
|
Last 5Y |
NA
|
NA
|
CAGR |
NA
|
NA
|
Max Drawdown |
NA
|
NA
|
MI_ATH2 is an absolute momentum strategy which chases stocks near their All time highs. It is a well-researched phenomenon that stocks that are near to their all-time highs have a high probability to keep performing well.
CAGR since 2016 of this strategy has been more than 40% which beats benchmarks by wide margin in long term.
During the Covid fall, this portfolio fell by 16% vs CNX 500 fell by 38.3%
Investment is subject to equity market risks. Please follow good asset allocation practices.
Inherent rules chasing ATH stocks and weekly rebalance makes this a very high churn strategy
CAGR since 2016 of this strategy has been more than 40% which beats benchmarks by wide margin in long term.
During the Covid fall, this portfolio fell by 16% vs CNX 500 fell by 38.3%
Investment is subject to equity market risks. Please follow good asset allocation practices.
Inherent rules chasing ATH stocks and weekly rebalance makes this a very high churn strategy
How your portfolio performs during tough times is crucial for long term wealth building. Outperforming the benchmarks makes the overall return in the long term go significantly higher.
Event | Strategy | CNX 500 | Outcome |
---|---|---|---|
Covid19 Pandemic
Feb 2020 - Mar 2020
|
-16% | -38.3% | 58.25% Lesser Fall |
How your portfolio performs during tough times is crucial for long term wealth building. Outperforming the benchmarks makes the overall return in the long term go significantly higher.
The fee structure is designed specially for smaller portfolios.
If you have any questions. Feel free to Get in touch with us.
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Live Performance
It depicts the actual and verifiable returns generated by the portfolios of SEBI registered entities. Live performance does not include any back-tested data or claim and does not guarantee future returns
Disclosures
By proceeding, you understand that investments are subjected to market risks and agree that returns shown on the platform were not used as an advertisement or promotion to influence your investment decisions
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