Name: CWA All Caps 35
Brand: smallcase
SKU: COWAMO_0001
Price: 152375 INR

Compounding Wealth Advisors LLP (CWA) is a SEBI registered Investment Advisor

The team at CWA has over 25 years of trading and investing experience in the Indian stock markets. We have developed quantitative trading and investing strategies that we utilise to generate optimal returns and limit risk for our clients.

Our vision is to compound our clients' wealth significantly over a long period of time.

Our strategies are based on the principles of trend following. We “Let our profits run, cut our losses short.”

Nifty 500 Index

Unleash the chuckles, conquer the market!

CWA All Caps 35

Compounding Wealth Advisors

Systematic Investing in trending and outperforming stocks from Total Market. Rcmd amt : 5-15 lacs

Universe of Micro, Small, Mid and Large Caps listed on NSE | Total Market Index

The team does in-depth research to decide the criteria to be used for constituent screening

Smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected

CWA Research Team runs its proprietary algorithms to select stocks using systematic rules and criteria for entries and exits

The smallcase has a fixed weightage of 3% allocated to each stock at the time of entry

This smallcase has a weekly rebalance schedule. Once every week, the research team reviews this smallcase to add or drop stock/ETFs, if applicable

The final screened constituents are then weighted according to the selected asset allocation algorithm

CWA All Caps 35

CWA All Caps 35

Overview

Stocks & ETFs