Strategy description

Instruments Traded:  Cash Stocks listed on the NSE. No Derivative Positions

Equity Universe: The top 750 stocks by market cap listed on NSE + LiquidBees

Trading style: Mid -Long Term Trend. Positional Portfolio

Minimum Capital Required – 5 Lakhs 

Asset Allocation Criteria: Maximum Portfolio Size of 50 stocks, Equal weighted portfolio; unused capital is allocated to debt instruments (LiquidBees)

Average holding time of a stock: 40 to 50 days

Strategy Background:  This trading strategy aims to buy stocks (from among the top 750 in market cap) showing strong mid-term momentum. It has a maximum portfolio size of 50 stocks which are slowly invested in over a period of time. The strategy might decide to stay partially/totally in cash if it does not find suitable oppurtunities to invest in. Unused capital might be parked in LiquidBees for generating returns. This is a positional strategy and generally holds on to individual positions for 2-3 months at a stretch. 

Risk: This strategy can go through significant drawdown periods during market correction phases  (loss of -20% to -25% of invested amounts) and might continue to be underwater for as long as 6 months under certain circumstances. 

User's responsibility: User is advised to use a 0 brokerage broker for implementing this strategy, as brokerage costs can eat into your profits significantly. While choosing a broker, users should research properly to make sure the broker API is reliable with least execution issues. 

Disclaimer:  I am not a SEBI registered investment advisor. Please note that neither any suggestion or solicitation is being made about investing in this strategy. This strategy trades derivative instruments and is inherently risky. If you subscribe and/or invest in this strategy you are doing so entirely at your own responsibility and risk.