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

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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

Popular Stacks

US Tech Bluechip Portfolio


The US Tech Bluechip Stack invests in pure Technology Internet companies that are critical to the in...

26.18% 3 year returns

Moderate High Risk

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US Tech Bluechip Portfolio


The US Tech Bluechip Stack invests in pure Technology Internet companies th...

-7.25% 3 year returns

Moderate High Risk

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Electric Vehicle Portfolio


The Electric Vehicles Stack is composed of companies involved in Electric Vehicle (EVs) technology, ...

16.66% 3 year returns

Moderate High Risk

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Electric Vehicle Portfolio


The Electric Vehicles Stack is composed of companies involved in Electric V...

-10.9% 3 year returns

Moderate High Risk

abs

Omniscience AIoT


AIoT Stack sits at the heart of disruptive technology infrastructure (AI, IoT, Cloud, 5G, Big Data, ...

27.35% 1 year returns

High Risk

abs

Omniscience AIoT


AIoT Stack sits at the heart of disruptive technology infrastructure (AI, I...

-1.86% 1 year returns

High Risk

abs

Healthcare Leaders Portfolio


The Healthcare Leaders Portfolio is a thematic play on the medical innovations and therapies being d...

13.49% 1 year returns

High Risk

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Healthcare Leaders Portfolio


The Healthcare Leaders Portfolio is a thematic play on the medical innovati...

-5.43% 1 year returns

High Risk

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Value Investing Portfolio


The Value Stack invests in undervalued companies with low book value and that show strong future gro...

18.35% 5 year returns

Moderate High Risk

abs

Value Investing Portfolio


The Value Stack invests in undervalued companies with low book value and th...

-4.78% 5 year returns

Moderate High Risk

abs

GlobalX Disruptors Portfolio


The Global X Disruptors Portfolio is unique due to it providing exposure to thematic equity within a...

12.67% 1 year returns

High Risk

abs

GlobalX Disruptors Portfolio


The Global X Disruptors Portfolio is unique due to it providing exposure to...

-9.09% 1 year returns

High Risk

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1 year returns

15.92%

-3.98% higher than S&P500

High Risk