25 Equity and ETF Scripts Long Term Growth Model Portfolio | Theme – Piotroski Score above 5 | Rebalancing Monthly | Future Risk may Exceed 20% | Equity ETFs Composition is 95% | 12 Months Subscription Plan

“Investment Objective:
Invest in fundamentally strong stocks with a Piotroski score above 5 indicating robust financial health.

Investment Rationale:
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.

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.

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. 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.”