15 Equity Scripts Long Term Growth Model Portfolio | Theme – Piotroski Score above 6 | Rebalancing Monthly | Future Risk may Exceed 60% | ETFs Composition is 0% | 12 Months Subscription Plan

“Investment Objective:
Focus on stocks with excellent financial quality, profitability, and low risk, scoring above 6 in Piotroski’s metrics.

Investment Rationale:
Exceptional Financial Strength and Profitability: Stocks with a Piotroski Score above 6 indicate very strong financial health, high profitability, and solid operational efficiency, offering a lower risk profile and higher potential for stable long-term growth compared to lower-scoring stocks.

Higher Likelihood of Sustained Earnings Growth: Such high Piotroski scores reflect robust fundamentals, increasing the probability of consistent earnings expansion and capital appreciation, outperforming many other industries or asset classes with weaker financial indicators.

Superior Value and Quality Investment Opportunity: These stocks are often undervalued yet exhibit strong financial discipline, making them attractive for value investors seeking to maximize returns through investments in high-quality companies with a strong potential to outperform over extended periods.

Investment Methodology:
1. The broad universe for securities comprises of listed companies within the NSE 500 Index and all ETFs, which are meticulously filtered qualitatively in accordance with the predefined investment objective and investment rationale.
2. Proprietary algorithms, advanced quantitative models, and technical analysis are applied to systematically identify securities with the highest likelihood of delivering superior returns.
3. These models, extensively validated across various asset classes and time horizons, incorporate customized proprietary indicators of momentum, volume, volatility, and trend, ensuring that portfolio construction is entirely driven by objective data and high-quality signals, free from biases, prejudices, or emotional influence.
4. The selection of securities and their respective weightings within the model portfolio is further optimized based on factors including the target portfolio size, ETF allocation, average daily trading turnover, available investment capital, rebalancing frequency, as well as the number of quantitative and technical criteria met by each security.”