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

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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 15.74


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

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

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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

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Electric Vehicle Portfolio


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

-9.23% 3 year returns

Moderate High Risk

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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

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Omniscience AIoT


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

-1.72% 1 year returns

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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

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GlobalX Disruptors Portfolio


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

-8.11% 1 year returns

High Risk

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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...

-3.92% 1 year returns

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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

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Value Investing Portfolio


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

-3.86% 5 year returns

Moderate High Risk

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1 year returns

15.74%

-4.08% higher than S&P500

Moderate High Risk