Hi all, After long time…update on strategy and portfolio…After reading Wesley book and many other material , I finalised my startegy to follow Rank-based momentum.
I selected 2 seperate uinverses :-
- Smallcap 250
- Microcap 250.
I have applied screening criteria as within 20% from All time high as well as within 20% from 52 week high. and daily average volume requirement is 1 crore.
I have selected 10 top ranking stocks from each universe. Thus total 20 stocks portfolio.
I will be re-balancing twice a month…Mostly on 1st and 16th of each month. My worst held rank will be 25th for each universe (top 10% of universe).
so my portfolio currently looks like this :
Microcap stocks :
- Strides Pharma
- Choice International
- Neuland Labs
- PGEL
- LTFOODS
- NAVA
- Anantraj
- Gravita
- Garware Hi-tech films
- Sharda Motors
SmallCap Stcoks
11) Glenmark Pharma
12) Godfrey Phillips
13) Inox Wind
14) PCBL
15) Eris Lifesciences
16) Granules
17) Suven Pharma
18) Natco Pharma
19) Himadri Specialty
20) Deepak Fertlizers
Currently 23% of my overall portfolio is in this strategy. If I get comfortable and more convinced, I will be shifting slowly my remaining 77% ( which is currently in mutual funds) to this startegy. If I take this decision in future, then I will be selecting the universe of Nifty 200 and Midcap 150 as well.
Returns : from 1st August 2024 till 1st Sept 2024 = 6.25%
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