20 Equity and ETF Scripts Long Term Growth Model Portfolio | Theme – Graham Values above Market Prices | Rebalancing Monthly | Future Risk may Exceed 50% | Equity ETFs Composition is 40% | 12 Months Subscription Plan

“Investment Objective:
Identify undervalued stocks trading below intrinsic value, presenting attractive risk-adjusted return opportunities.

Investment Rationale:
Undervalued Opportunities with Margin of Safety: Stocks trading below Graham intrinsic value offer a significant margin of safety, reducing downside risk and providing potential for substantial capital appreciation over other industries or asset classes.

Attractive Risk-Reward Profile: These stocks typically exhibit lower volatility and stronger fundamentals, making them appealing for conservative investors seeking steady growth and long-term earnings potential compared to more speculative assets.

Fundamental Strength and Hidden Value: Graham value stocks are often undervalued due to temporary market sentiment or market inefficiencies, offering investors the chance to capitalize on intrinsic value realization, leading to superior long-term returns versus other growth or thematic investments.

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.”