Name: LIVELONG ALPHA Smart Beta
Brand: smallcase
SKU: LIWEMO_0003
Price: 25000 INR


We create portfolios with stocks that has been showing great momentum as well as great fundamentals. The portfolio usually consists of 15 -20 stocks that gets cycled from time to time based on the trend getting exhausted. We follow a principle called as momentum investing. Momentum investing is a trading strategy in which investors buy securities that are rising and sell them when they look to have peaked. The goal is to work with volatility by finding buying opportunities in short-term uptrends and then sell when the securities start to lose momentum.
Our stocks are selected based on its prehistoric performance, fundamentals as well as the 

Nifty 100 Index

Livelong Alpha Mid Cap

LIVELONG ALPHA Smart Beta

Livelong Wealth

Momentum-driven, low-risk, high-reward portfolio that picks top-performing stocks from nifty250

&nbsp;investable universe is derived from the Nifty 250 index, focusing primarily on midcap stocks. These offer an optimal balance between momentum-driven growth potential and sufficient liquidity for efficient swing trading execution.

This portfolio employs a momentum swing trading strategy guided by a mix of:<ul><li>Yearly and all-time high breakouts</li><li>Rangebound breakout patterns</li><li>Technical analysis for entry/exit triggers</li><li>Seasonality analysis to align entries with historically strong performance windows</li><li>Fundamental screening to filter out low-quality stocks and improve risk-reward</li></ul>The system dynamically reacts to trend exhaustion signals, exit triggers, or stop-loss breaches, and remains agile during volatile phases through built-in hedges.

Each stock is evaluated using the following criteria:<ul><li>Momentum score based on breakout strength</li><li>Relative performance within its sector</li><li>Price action patterns (swing setups, channel breakouts, etc.)</li><li>Seasonality alignment (historical month/quarter performance)</li><li>Fundamental filters: profitability ratios, earnings trends, and debt profile</li></ul>Only stocks that clear both technical and fundamental benchmarks are considered.

Maximum allocation to a single stock: 25%Maximum allocation to a single sector: 40%Minimum 5% allocation to hedging instruments (Gold ETFs like Goldbees + metal stocks)Allocation is dynamic based on strength and confidence level of each position

This smallcase will be rebalanced on an as-needed basis

Core allocation remains within Nifty 250, with a strong midcap bias5–10% of the portfolio is always hedged using Gold and metal sector stocks to balance volatilityFinal weightings adapt to sector strength and overall market momentum

LIVELONG ALPHA Smart Beta

LIVELONG ALPHA Smart Beta

Overview

Stocks & ETFs