Strategy description

Portfolio Overview

This portfolio follows a 15-day renewal and rebalancing cycle, enabling periodic review and adjustment of portfolio constituents based on predefined selection criteria and market observations.

Under certain market conditions, the portfolio may hold fewer securities or remain partially allocated in accordance with its selection framework and predefined rules.

1. Suggested Allocation: ₹1,50,000 or higher for operational convenience.
2. Investment Horizon: Users may consider evaluating the portfolio approach over multiple review cycles to better understand its methodology and behavior.

Selection Framework

1. Market participation and activity analysis.
2. Relative strength and momentum-based screening.
3. Multi-timeframe price action evaluation.
4. Volume and delivery data assessment.
5. Price structure and trend analysis.
6. Sector rotation and capital flow evaluation.

Suitable For Investors Who

1. Prefer periodic portfolio review and rebalancing over long-term static holdings.
2. Seek exposure to stocks selected through a rules-based analytical framework.
3. Prefer portfolios that adapt to changing market conditions through predefined selection criteria.
4. Understand that portfolio constituents may change during scheduled review periods.

Support

1. Phone / WhatsApp: 89493-6536
2. Email: [email protected]

About the Research Analyst

Vaibhav Pandey is a SEBI-registered Research Analyst (Registration No: INH000017347) with experience in equity research, trading, and market analysis. His work focuses on developing structured and rule-based market approaches using analytical and systematic methodologies.

He has worked on creating trading and investment frameworks for different categories of market participants. His approach emphasizes process-driven decision-making, disciplined execution, and the use of predefined methodologies for market participation.

Disclaimer

1. This portfolio is provided for educational and informational purposes only.
2. Portfolio selections are based on predefined criteria and analytical methodologies.
3. Portfolio composition may change during scheduled review and rebalancing periods.
4. Market conditions and portfolio behavior may vary over time.
5. Users should independently evaluate whether this portfolio approach is suitable for their objectives and requirements.
6. All investment decisions remain the responsibility of the user.