Portfolio Composition: A Dual-Strategy Approach
Growth Stocks
This category features fundamentally robust stocks, primarily from the midcap and small cap segments, which exhibit the potential to become future high performers. The selection criteria hinge on several growth indicators, including capital expenditure, positive sector trends, increasing market share, and expanding addressable markets. These stocks are distinguished by their rapid growth rate compared to their industry peers.
Breakout Stocks
The second facet of the portfolio focuses on stocks poised for short-term growth in key financial metrics such as revenue, operating profit margin (OPM), EBITDA, and net profit. These stocks are identified at a breakout point, offering a low-risk entry with a stringent risk management strategy in place, capping the maximum loss per trade to no more than 1% of the total capital.
This strategic blend aims to balance high-growth prospects with calculated short-term gains, optimizing the portfolio for both resilience and performance.
2 posts - 1 participant