Name: CWA Everest 10
Brand: smallcase
SKU: COWAMO_0004
Price: 42088 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_SM100

Concentrated investing in high conviction bets

CWA Everest 10

Compounding Wealth Advisors

Concentrated Systematic Investing in the Top 10 outperformers from Nifty 500, Rcmd amt : 5-15 lacs

Universe of Small, Mid and Large Caps listed on NSE | Nifty 500 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 10% 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 Everest 10

CWA Everest 10

Overview

Stocks & ETFs