Stacks
All Essentials
New-world essentials you always need to own. This stack invests in those assets – equities, commodities, REITs, and Debt – that are in use whether the economy is in a boom or
5.68%
Moderate Low Risk
Methodology
This actively monitored and managed stack recommends investments in consumer staples; equity in antifragile and cash rich companies like Microsoft and Google; utilities; healthcare; and Data Centers Real Estate. The Real Estate focused on high-quality Data Centers have outperformed the market as medium-to-large businesses have committed significant resources to bolster their IT infra and cyber security. As more and more companies are fast-tracking their transition to digital orchestration, we find this an attractive opportunity for investors. To further mitigate undesired risk, ETFs with assets well in the hundreds of Millions or Billions are selected.
Created by experts at ShiftAltCap
![...](https://sto-stack.s3.amazonaws.com/ShiftAltCap.png)
The Thesis as the name suggests, leverages those commodities, products and companies which are in use regardless of economic and political climates i.e. Water Resources, Healthcare Equipment. The investments are diversified across geographies and asset classes in order to de-risk investors without compromising on returns.
Stack CAGR 5.68
Max DD 25.24%
Sharpe Ratio 1.57
Rebalancing Frequency Quarterly
VaR 2.16%
Stacks are pre-configured baskets of stocks & ETFs that you can invest in with a single click
Popular Stacks
US Tech Bluechip Portfolio
The US Tech Bluechip Stack invests in pure Technology Internet companies that are critical to the in...
13.04% 3 year returns
Moderate High Risk
![abs](https://sto-stack.s3.amazonaws.com/USTECH.jpg)
US Tech Bluechip Portfolio
The US Tech Bluechip Stack invests in pure Technology Internet companies th...
13.04% 3 year returns
Moderate High Risk
![abs](https://sto-stack.s3.amazonaws.com/USTECH.jpg)
Global ETF Portfolio
This Global ETF Stack comprises of Equity Index-only ETFs diversified among US Equity markets & Glob...
2.44% 3 year returns
Moderate Risk
![abs](https://sto-stack.s3.amazonaws.com/ETFGLOBAL.jpg)
Global ETF Portfolio
This Global ETF Stack comprises of Equity Index-only ETFs diversified among...
2.44% 3 year returns
Moderate Risk
![abs](https://sto-stack.s3.amazonaws.com/ETFGLOBAL.jpg)
The Obvious Portfolio
The Obvious Portfolio Stack is comprised of the 6 of the most dominant Internet, Media & Technology ...
13.7% 3 year returns
Moderate High Risk
![abs](https://sto-stack.s3.amazonaws.com/FAANGM.jpg)
The Obvious Portfolio
The Obvious Portfolio Stack is comprised of the 6 of the most dominant Inte...
13.7% 3 year returns
Moderate High Risk
![abs](https://sto-stack.s3.amazonaws.com/FAANGM.jpg)
Healthcare Leaders Portfolio
The Healthcare Leaders Portfolio is a thematic play on the medical innovations and therapies being d...
7.86% 1 year returns
High Risk
![abs](https://sto-stack.s3.amazonaws.com/HEALTHLEAD.png)
Healthcare Leaders Portfolio
The Healthcare Leaders Portfolio is a thematic play on the medical innovati...
7.86% 1 year returns
High Risk
![abs](https://sto-stack.s3.amazonaws.com/HEALTHLEAD.png)
GlobalX Equity Portfolio
The Global X Equity Sector and Themes Portfolio provides exposure to thematic equity within a divers...
4.1% 2 year returns
High Risk
![abs](https://sto-stack.s3.amazonaws.com/GLOBALXEQT.jpg)
GlobalX Equity Portfolio
The Global X Equity Sector and Themes Portfolio provides exposure to themat...
4.1% 2 year returns
High Risk
![abs](https://sto-stack.s3.amazonaws.com/GLOBALXEQT.jpg)
Value Investing Portfolio
The Value Stack invests in undervalued companies with low book value and that show strong future gro...
4.02% 5 year returns
Moderate High Risk
![abs](https://sto-stack.s3.amazonaws.com/VALUE.jpg)
Value Investing Portfolio
The Value Stack invests in undervalued companies with low book value and th...
4.02% 5 year returns
Moderate High Risk
![abs](https://sto-stack.s3.amazonaws.com/VALUE.jpg)