HNI Wealth Builder is a core strategy that extracts alpha from the Mid and Small cap space suitable for larger capital (INR 25 L to 1 Cr.)

• This non discretionary - absolute momentum strategy, formerly known as Mi 50, automatically handpicks up-to 50 trending stocks. For example, if Tata stocks , Green Energy stocks or Banking stocks are doing relatively well compared to the rest, you will notice that the strategy automatically builds exposure in them.

• The biggest USP of the strategy that adds immense value to users has been its ability to dynamically allocate to cash when markets become weak. This enables the strategy to keep downside minimal thus ensuring a high RoMaD.

• The strategy’s key focus has always been on keeping your capital & profits safe during weaker market regimes.

• This is a widely diversified strategy holding as high as up to 50 stocks with a maximum of 2% to each stock. 

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Key Highlights

• Up to 50 stock (2% per stock exposure) - weekly rebalanced - absolute momentum strategy
• Winners are allowed to run while losers are removed at the next balance if they meet the exit criterion.
• If there are no current opportunities the portfolio sits in cash (Liquid bees)
• Optimal capital : INR 25 lac to 1 Cr
• Access to exclusive HNI segment offerings

Talk to Team WeekendInvesting for any questions