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Wright ⚡️ Momentum

Momentum investing! Invest in trending stocks.

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  • 2Y CAGR:

    50.4%

  • Volatility:

    High Volatility

  • Rebalancing Frequency:

    monthly

  • Type of Portfolio:

    Equity

  • Min Investment:

    ₹ 67046

  • More Insights

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Wright ⚡️ Momentum

Momentum investing! Invest in trending stocks.

50.4% (2Y)

Live Returns

monthly

Rebalance

This strategy invests in high momentum stocks with a check for volatility. Momentum is a great long-term strategy with good outperformance over the index.

  • This multi-stock portfolio of 20-25 stocks is selected from the top 300 universes.
  • The underlying equity themes consist of selecting high-quality stocks with high momentum and low volatility.
  • This strategy performs at a fantastic pace in bull markets but also performs better than the market in high-risk regimes due to its tactical nature.
  • The historical performance of this portfolio has beaten the benchmarks by a wide margin.
  • The rebalance of the portfolio is usually done every month to keep turnover low.
The strategy invests in high momentum stocks using mean variance optimization and risk targeting
Equity Allocation 100%

PB Ratio

3.42

PE Ratio

33.92

Rebalancing Frequency

Monthly

Next Update

Dec. 30, 2022

Type

Thematic

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