Name: The Wisdom Equal Portfolio
Brand: smallcase
SKU: SOLMO_0001
Price: 53874 INR

Solomon Investments is a family managed business in financial distribution and wealth advisory.  Solomon Henry Pinto is a SEBI Registered Research Analyst and a Certified Financial Planner.

Nifty 500 Index

The Wisdom Equal Portfolio 

Solomon Henry Pinto

Equal weighted portfolio of stocks/ETFs picked by following a sector rotation strategy

All publicly traded companies on the National Stock Exchange of India are included in the universe.

For Quality we will screen stocks with or potential to provide high ROCEs/ROAs and stocks which show consistency in cashflow generation (Operating/Free Cashflow). For valuation (Entry points) we follow technical parameters like (but not restricted to) Pattern breakouts, Relative Strength Index, Money Flow Index, Daryl Guppy MMA and Fibonacci Retracements. We also might take asset allocation bets by incorporating promising ETFs in International, Cash, Debt and Gold Segments. This serves both for reducing risk and for increasing returns.

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

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 monthly rebalance schedule. Once every month, 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

The Wisdom Equal Portfolio

The Wisdom Equal Portfolio

Overview

Stocks & Weights