3 Equity Scripts Long Term Growth Portfolio | Theme - Piotroski Score above 5 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

3 Equity Scripts Long Term Growth Portfolio | Theme – Piotroski Score above 5 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹8,375.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title Theme – Piotroski Score above 5
Portfolio Size 3 Equity Scripts {3 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 75%
Minimum Annual Investment Capital ₹ 3,35,000
Optimal Investment Tenure 15 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Extraordinary Risk Adjusted Returns Potential

Investment Objective:

  • Invest in fundamentally strong stocks with a Piotroski score above 5 indicating robust financial health.

Investment Rationale:

  1. Indication of Financial Strength and Quality: Stocks with a Piotroski Score above 5 typically demonstrate strong financial health, high operating efficiency, and good profitability, offering a safer investment with a higher potential for long-term growth compared to lower-scoring or less financially sound assets.
  2. Higher Probability of Earnings Growth and Capital Appreciation: A Piotroski Score above 5 signals robust financial fundamentals, increasing the likelihood of consistent earnings growth and superior returns relative to other industries or asset classes with weaker financial metrics.
  3. Screen for Value and Quality Investing: Combining value metrics with strong financial performance, Piotroski scores help identify undervalued yet fundamentally strong stocks, providing an attractive risk-reward profile and potential for significant wealth creation over the long term.

Investment Methodology:

  1. Universe Definition: The eligible investment universe is restricted to equities within the NSE 750 and BSE 1000 indices, alongside all exchange-traded funds (ETFs). Each constituent is subject to a rigorous qualitative screening process to verify compliance with established investment objectives and strategic rationales.
  2. Systematic Identification: Proprietary algorithms, advanced quantitative models, and technical analysis are utilized to systematically identify securities with a high probability of delivering superior returns.
  3. Data-Driven Framework: These models, thoroughly validated across diverse asset classes and various time horizons, integrate customized proprietary indicators such as momentum, volume, volatility, and trend analysis. This approach ensures that the portfolio construction process is entirely based on objective data and high-quality signals, devoid of biases, prejudices, or emotional factors.
  4. Optimisation of Security Selection: The selection of securities and their corresponding weightings within the Equity/ETF portfolio are further refined based on critical factors, including target portfolio size, ETF allocation, average daily trading turnover, available investment capital, rebalancing frequency, and the number of quantitative and technical criteria met by each security.
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