Name: MOMENTUM MATRIX
Brand: smallcase
SKU: ERQMO_0002
Price: 20654 INR

Kunal Saraogi is a technical research analyst who is the alma mater of a growing number of top-line traders and investors and is a repository of some brilliantly crafted trading strategies and systems that have been perfected and curated over several years.

Kunal Saraogi brings his vast experience in high growth investing and his hugely successful & hard to replicate Dual Momentum Investing Strategies to this Small Case. Mr. Saraogi besides managing his equity portfolios is a permanent fixture on Top Business Channels and runs a widely acclaimed YouTube Channel in his own name.


Nifty_SM100

MOMENTUM MATRIX

Kunal Saraogi

A set of stocks primarily Small Cap &Micro Cap that exhibit strong momentum on technical indicators.

We use separate technical models to select stocks that meet our stiff criteria of liquidity, velocity and relative strength. Selected stocks must meet corporate governance standards for us to consider investment in them. Once the stock is deemed investable the right entry point in terms of price and market conditions are sought. Soon as we make an investment exit rules are laid out so there is clear direction with regard when and how to exit.

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

The RA choses the stocks for positive research coverage for this Smallcase after meticulously studying close to 500 charts on an ongoing basis using a selection of indicators to identify ones that show most promise.

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 weekly rebalance schedule. Once every week, 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

MOMENTUM MATRIX

MOMENTUM MATRIX

Overview

Stocks & ETFs