AlphaMomentum - Quality Picks N500 Model is designed to capture stocks that excel across three key factors: Alpha (long-term outperformance), Momentum (recent price strength), and Quality (financial stability).

Alpha Factor → Stocks with a history of sustained outperformance over their benchmark.

Momentum Factor → Stocks currently exhibiting strong price trends, ensuring exposure to market leaders.

Quality Factor → Filters stocks with high profitability, low leverage, and stable earnings growth.

Factor-Weighted Allocation → Higher scores receive larger weights (capped at 20% per stock).

Discretionary Rebalancing (Human Involvement) → Reviewed monthly, rebalanced as needed based on market conditions and factor behavior.

During heightened volatility or market stress, allocations may shift to LiquidBees or GoldBees to preserve capital.

The portfolio continuously monitors factor behavior to ensure optimal risk-adjusted positioning.

Investment Horizon & Risks

✅ Best suited for investors with a 3+ year horizon, seeking a structured, factor-driven approach to investing.

⚠ Market Risk: Exposed to broad market fluctuations.

⚠ Factor Risk: The relative performance of Alpha, Momentum, and Quality factors may vary across market cycles.

⚠ Rebalance & Adaptability Risk: Rebalancing is discretionary and need-based, adapting dynamically to market shifts.