FidelFolio Advantage:

1. Using ML backed rule-based-investing to construct investment portfolio has several benefits - Extensive analytics and NO Human Biases & Errors

2. Our expert team trains the ML engines and validates results, selecting transparent, human understandable rules which have economic rationale

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To-the-point strategy description

1. Low ticket version of Great Himalayan

2. Built on combination of 142 Non-BFSI and 92 BFSI filters based on fundamental ratios

3. Profit & Cashflow driven investment return

4. Buying quality companies that compound earnings

5. Holding for Long-Term

6. Low Portfolio Turnover, thus low leakage & impact cost

7. NO Timing of Market

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Top Filters with Description

1. 13-14-24-20-8-11-C: Selects all companies that have delivered 20% Return of Equity and 8% Operating Profit growth in at least 11 of the last 13 years

2. 11-13-22-11-5-11-C: Selects all companies that have NEVER delivered less than 11% Return on Capital Employed or less than 5% Revenue Growth in last 11 years

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Monthly rolling Backtested history (5-year holding period)

1. Average Return = 23% vs 14% for Nifty50

2. Risk (Standard deviation) = 11% vs 9% for Nifty50

3. Sortino = 3.4x vs 2.7x for Nifty50

4. Positive return occurrences = 100%

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Highest & Lowest 1-year return

1. Highest = 181% vs 95% for Nifty50

2. Lowest = -43% vs -52% for Nifty50

Disclaimer: History might not be reflective of future