Name: FidelFolio Great Himalayan Compounder
Brand: smallcase
SKU: KIUPMO_0002
Price: 459630 INR

Fundamental Long-Term Investing using new-age machine learning with human oversight - Holy Grail for extraordinary wealth creation


Nifty 500 Index

FidelFolio Great Himalayan Compounder

Kislay Upadhyay

Avg. Risk | Long-term | Compounds Profit & cashflow at 20%+ annually | Low Churn & Leakage Cost

All publicly traded companies on the National Stock Exchange of India are included in the universe

<ol><li>Benefits of ML backed rule-based-investing - Extensive analytics and NO Human Biases &amp; Errors</li><li>Investment team trains the two ML engines: a) Strategy Creator and b) Strategy Backtester</li><li>Both ML engines work in a self-improving feedback loop to create investment strategies with best risk adjusted returns</li><li>Investment team validates selected strategies for economic rationale</li><li>Transparent, human understandable rules with economic rationale are selected</li><li>Final portfolio is based on combination of all selected rules&nbsp;</li></ol>

Based on investment strategies / rules created by ML engines and selected by our investment team

<ol><li>Weights assigned by our ML engines</li><li>Based on fundamental track-record and market capitalization</li></ol>

This smallcase will be rebalanced on an as-needed basis

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

FidelFolio Great Himalayan Compounder

FidelFolio Great Himalayan Compounder

Overview

Stocks & Weights