3 Equity and ETF Scripts Long Term Growth Model Portfolio | Theme – Good Dividend Yields | Rebalancing Monthly | Future Risk may Exceed 35% | Commodity ETFs Composition is 80% | 12 Months Subscription Plan

“Investment Objective:
Prioritize stocks offering high dividend yields for stable income and lower volatility over the long term.

Investment Rationale:
Stable Income Stream and Lower Volatility: Stocks with high dividend yields provide consistent cash flows, offering stability and income generation, especially attractive during uncertain market conditions compared to growth-focused or cyclical industries.

Capital Preservation and Long-term Wealth Creation: Regular dividends help reinvestment, compounding wealth over time, making these stocks ideal for conservative investors seeking steady growth and capital preservation compared to more volatile asset classes.

Attractive Valuation and Lower Risk: High dividend-yield stocks are often undervalued or less susceptible to market swings, providing a favorable risk-reward ratio and the potential for both earnings growth and income, outperforming many other asset classes in both stability and total return 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.”