Methodology

The ESG Leader Portfolio selectivity is augmented with a fundamental scoring system, thus producing a basket of stocks that not only stack up well based on their corporate ESG values but also are attractive from a fundamental investing standpoint.

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 18.87


Max DD 41.1%


Sharpe Ratio 1.29


Rebalancing Frequency Quarterly

VaR 3.15%

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...

-6.18% 3 year returns

Moderate High Risk

abs

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

abs

Electric Vehicle Portfolio


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

-9.23% 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...

-1.72% 1 year returns

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...

-8.11% 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

abs

Healthcare Leaders Portfolio


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

-3.92% 1 year returns

High Risk

abs

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...

-3.86% 5 year returns

Moderate High Risk

abs
1 year returns

18.87%

-7.63% higher than S&P500

High Risk