Name: Evertime Portfolio
Brand: smallcase
SKU: STBXMO_0006
Price: 42322 INR

A fundamental research, valuation and disciplined  regular investment and create wealth. We work hard for in house research.   

Nifty 100 Index

Evertime Portfolio 

Radhey Shyam Chauhan

By investing in this  an investor chooses the large cap companies those are well established.

This Smallcase includes companies that are the pillars of our economy. These companies have a large market capitalization, stable earning history and they are the leaders in their domain. They come up with promising growth prospects. These companies have a stable financial record and credibility. Moreover, they are also invulnerable to evolving technologies.&nbsp;These companies have brands that cater to the daily needs of people. Hence these companies have a high brand value and strong competitive edge over emerging brands and companies.&nbsp;• These companies enjoy market goodwill and highcreditworthiness. It directly enhances the market value of stocks and makesthem an attractive investment option for investors.

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

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

Following parameters are considered while assigning weights to stocks in this smallcases<ul><li>Market capitalization</li><li>Management quality and vision</li><li>Theme exposure, revenues and earnings visibility</li></ul>

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

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

Evertime Portfolio

Evertime Portfolio

Overview

Stocks