3 Equity Scripts Long Term Growth Portfolio | Theme - Piotroski Score above 6 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

3 Equity Scripts Long Term Growth Portfolio | Theme – Piotroski Score above 6 | Rebalancing Monthly | ETFs Composition is 0% | 12 Months Subscription Plan

₹18,500.00 for 1 year

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Click here: “Portfolio Research Report & Factsheet”.

Portfolio Parameters

Parameter Value
Scripts Group Title Theme – Piotroski Score above 6
Portfolio Size 3 Equity Scripts {3 Equities and 0 All ETFs}
ETFs Composition Percentage ETFs Composition is 0%
Portfolio Risk Future Risk may Exceed 75%
Minimum Annual Investment Capital ₹ 7,40,000
Optimal Investment Tenure 15 or more years.
Rebalancing Frequency Rebalancing Monthly
Subscription Tenure 12 Months Subscription Plan
Risk Adjusted Returns Potential Extraordinary Risk Adjusted Returns Potential

Investment Objective:

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

Investment Rationale:

  1. 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.
  2. 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.
  3. 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. 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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