High order failure rate on this smallcase

About the smallcase

Recommended Investment amount : 5 to 15 lakhs, Recommended investment duration : 3 years.

  • CWA All Cap 35 is a Systematic Long-only portfolio run by Compounding Wealth Advisors LLP.
  • CWA All Caps 35 tracks the Nifty Total Market Index and invests in the best suited 35 Stocks of the Index
  • Every stock gets approximately 3% allocation at the time of entry
  • Portfolio rebalancing shall be done on a weekly basis
  • We aim to ride our winners and cut our losers short
  • We have managed to build completely rule based systematic long only strategies around these core ideas which cut out any discretion with regards to stock selection and position sizing.
  • Systematic investing removes dependency on any particular stock and believes in selective diversification

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