10 Equity Scripts Long Term Growth Portfolio | Theme - Piotroski Score above 7 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

10 Equity Scripts Long Term Growth Portfolio | Theme – Piotroski Score above 7 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹11,375.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title Theme – Piotroski Score above 7
Portfolio Size 10 Equity Scripts {10 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 65%
Minimum Annual Investment Capital ₹ 4,55,000
Optimal Investment Tenure 13 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Superior Risk Adjusted Returns Potential

Investment Objective:

  • Target stocks with exceptionally high financial discipline and earnings quality, scoring above 7.

Investment Rationale:

  1. Exceptional Financial Robustness: Stocks with a Piotroski Score above 7 demonstrate outstanding financial health, including high profitability, strong cash flows, and solid balance sheets, reducing investment risks and increasing the likelihood of sustained growth.
  2. Higher Probability of Capital Appreciation: These stocks typically show consistent earnings momentum and efficient management, providing greater earnings growth potential and outperformance compared to stocks with lower Piotroski scores or other asset classes.
  3. Quality-Driven Value Investing: Investing in these high-scoring companies allows investors to target undervalued, yet fundamentally strong stocks, offering a compelling combination of safety and growth, with significant earning potential over the long term versus stocks with Piotroski scores below 7.

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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