Model Portfolio

Our trend following model portfolio consists of 25-30 stocks at any given time and has risk-defined weighted allocation.

Click here for a detailed performance history.


Current Model Portfolio

We update our holdings here infrequently. So, this portfolio may have changed by the time you read this. Stock names here have been replaced by its sector name. Names are revealed only to client investors and instant changes are communicated only to them.

Holdings are as of 31st Dec 2022:

SectorBuy DateReturnPresent Allocation
Auto Ancillary6/30/202219.5%2.3%
Auto Ancillary11/11/2022-16.7%2.5%
Auto Ancillary12/15/2022-6.9%3.4%
Banks/NBFCs10/28/20214.6%2.0%
Banks/NBFCs6/2/202244.6%2.1%
Banks/NBFCs7/8/2022-10.5%2.5%
Banks/NBFCs7/8/202224.3%2.9%
Banks/NBFCs7/8/202226.4%4.1%
Banks/NBFCs7/21/20225.9%3.5%
Banks/NBFCs7/21/202214.7%2.2%
Building Materials4/8/202183.3%1.8%
Building Materials8/25/20224.2%2.1%
Capital Goods4/21/202237.2%3.6%
Capital Goods6/2/2022-3.8%3.4%
Capital Goods10/19/2022-18.8%2.1%
Capital Goods11/11/2022-3.2%3.9%
Capital Goods11/11/202219.6%2.4%
Capital Goods11/28/2022-2.8%3.0%
Cement9/9/20229.6%3.3%
Consumer3/10/202266.8%4.1%
Consumer7/21/20223.8%2.9%
Defence6/30/202229.0%3.7%
Defence10/19/20222.6%3.6%
FMCG6/30/202221.2%6.1%
Healthcare12/12/2022-0.9%2.6%
IT Services7/21/202232.6%3.7%
IT Services8/18/20220.8%2.5%
IT Services11/11/2022-0.4%2.5%
Logistics1/12/2022-9.4%2.3%
Pharma8/4/20225.5%4.1%
Real Estate8/4/202212.3%2.2%
Real Estate8/18/2022-3.2%1.9%
Travel/Hospitality7/8/202229.6%3.6%
Cash0.9%

Sectoral Split