Stacks
Findea: Twin Momentum
The TwinMomentum Stack seeks to invest in Equities with strong fundamentals as well as technicals (tecnho-fundamental investing). The Stack identifies stocks that display stro
6.01%
Moderate High Risk
Methodology
This strategy invests in stocks with strong fundamentals and price momentum. Fundamental momentum is determined using a combination of seven variables: Earnings, Return on Equity, Return on Assets, Accrual Operating Profitability to Equity, Cash Operating Profitability to Assets, Gross Profit to Assets and Net Payout Ratio. Price momentum is determined using the most recent twelve month period excluding the latest month. When these two types of momentum are combined together, these Stocks in the Stack deliver significant outperformance over the market.
Created by experts at AlphaNiti
Our US stacks on Stockal platform have been built to provide investors access to a high-quality combination of stocks which captures mega trends/themes with a single execution facility. We see significant growth in investments in the US market and our US products have a strong competitive edge given our deep on the ground expertise in that market.
Stack CAGR 6.01
Max DD 37.15%
Sharpe Ratio 1.24
Rebalancing Frequency Quarterly
VaR 2.9%
Stacks are pre-configured baskets of stocks & ETFs that you can invest in with a single click
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