Stacks
Wide Moats and Big Brands Portfolio
The Wide Moat & Big Brand Portfolio invests in US firms that have durable competitive advantages, wide moats and strong brand names to help protect and sustain long-term profitability.
15.92%
-3.98% higher than S&P500
High Risk
Methodology
The Wide Moat & Big Brand Portfolio seeks exposure to large/mega cap U.S. companies with recognizable brand names, strong industry positioning, fundamental soundness and potential for consistent long-term growth.
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 15.92
Max DD 31.69%
Sharpe Ratio 1.32
Rebalancing Frequency Quarterly
VaR 2.51%
Stacks are pre-configured baskets of stocks & ETFs that you can invest in with a single click
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