This portfolio follows a value investing methodology, prioritizing stocks that are trading at a discount to intrinsic value while maintaining strong financial health and profitability.

✔ Value Factor Focus: Stocks selected based on low P/E, low P/B, high free cash flow yield, and high dividend yield.

✔ Stable & High-Quality Businesses: Companies with strong cash flow generation and low debt-to-equity ratios.

✔ Long-Term Growth with Reduced Downside: Exposure to undervalued companies that have historically outperformed in market recoveries.

✔ Quarterly Rebalancing for Long-Term Focus: The model now follows a quarterly review cycle to minimize unnecessary turnover and maintain a low-churn approach.

Investment Horizon & Risk Considerations:

✅ Best suited for long-term investors (3+ years) looking for steady capital appreciation.

⚠ Market Risk: Value stocks can remain undervalued for extended periods before realizing their intrinsic potential.

⚠ Sector Bias: Value investing may lead to sector concentration in areas where undervaluation is prevalent.

⚠ Liquidity Risk: Some stocks may have lower liquidity, leading to higher price impact during volatile periods.

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