This portfolio strictly follows a Quality-focused investment approach, ensuring only stocks with strong financials and low risk exposure make it into the selection pool.

✔ Quality Factor Focus: Stocks selected based on High ROE, High ROCE, Low Debt-to-Equity, and Earnings Stability.

✔ Financially Strong Companies: Exposure to companies with high profitability and minimal financial risk.

✔ Lower Drawdowns, Stable Growth: Designed to reduce portfolio volatility while ensuring steady capital appreciation.

✔ Quarterly Rebalancing for Long-Term Stability: The model now follows a quarterly review cycle to maintain low churn and factor discipline.

Investment Horizon & Risk Considerations:

✅ Best suited for long-term investors (3+ years) looking for quality-driven compounding.

⚠ Market Risk: Even quality stocks can experience short-term price declines in market downturns.

⚠ Defensive Bias: The model prioritizes stability over short-term aggressive growth, making it less suited for high-risk investors.

⚠ Sector Bias: Quality-focused investing may lead to overweighting in defensive sectors such as FMCG, Pharma, and IT.

✔ The portfolio follows a quarterly rebalance cycle to maintain exposure to high-quality stocks.

✔ No shift to LiquidBeES – The portfolio remains fully invested at all times.

🚫 Status: Blocked for new subscriptions, maintained for existing investors.