Flagship-Concentrated portfolio of 15-20 stocks
A Multi-Cap portfolio of 15-20 stocks that consists of tactical bets and long-term winners.
This ensures that investors get the advantage of stocks that would compound over a 12-18 month period and can take advantage of the special company/sector situations from a 3-6 month perspective
Certain tenets of the Flagship portfolio:
This all-weather multi-cap portfolio contains 15-20 stocks from the Nifty 500 universe, providing optimum liquidity.
The portfolio is usually rebalanced every month, but it is all subject to market conditions.
The portfolio is suitable for investors with a low to medium-risk appetite looking to earn above-market returns in a calibrated manner.
We follow a disciplined selling approach wherein we exit stocks in 3 conditions:
Change in the company/ industry fundamentals.
Negativity around the company/ sector.
An extreme macroeconomic/market situation.