Momentum Trend - Quality Select All Cap Model captures stocks with strong price momentum while ensuring financial stability. By selecting high-momentum outperformers with quality fundamentals, this strategy balances growth potential with risk control.

📌 Factor-Based Selection: Momentum & Quality

✔ Momentum Focus → Stocks are selected based on rolling excess returns over their benchmark, ensuring exposure to market leaders.

✔ Quality Filter → Ensures only high-profitability, low-leverage, and stable-earnings-growth stocks qualify.

✔ Factor-Weighted Allocation → Higher weight for stronger factor scores, capped at 20% per stock.

📌 Discretionary Rebalancing & Risk Management

✔ Reviewed monthly but rebalanced only when necessary based on market conditions, factor behavior, and qualitative insights.

✔ Market Trend Monitoring → Adjusts exposure dynamically to optimize performance.

✔ Defensive Allocation → In extreme volatility, may reduce exposure to high-risk stocks or allocate to LiquidBees instead of weaker stocks.

📌 Investment Horizon & Risks

✅ Best for 3+ years, targeting momentum-driven growth with quality-backed risk control.

⚠ Market Risk – Exposure to macroeconomic conditions and volatility.

⚠ Factor Risk – Momentum may underperform in market reversals.

⚠ Liquidity Risk – Mid/small caps may have higher volatility.

⚠ Rebalance Risk – Need-based adjustments may lag in fast-moving markets.