Stacks
US Tech Bluechip Portfolio
The US Tech Bluechip Stack invests in pure Technology Internet companies that are critical to the industry and have leading competitive advantages (MOATs) in their businesses.
28.61%
Moderate High Risk
Methodology
The investment strategy of US Tech Bluechip Stack is investment in best-of-breed Technology companies benefitting from uptrends in Internet, Hardware, Software, OTT & Cloud. The equity allocation of the Stack is Long-only investments in leading high-growth Internet, Technology & Media companies with secular growth stocks, strong competitive advantages (MOATs), steady consistent free cash-flows (FCF), strong cash flow to equity and low debt-to-equity ratios. This Stack has a high exposure to Technology, Media & Internet sectors.
Stack CAGR 28.61
Max DD 28.2%
Sharpe Ratio 3.01
Rebalancing Frequency Quarterly
VaR 2.96%
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...
28.61% 3 year returns
Moderate High Risk
US Tech Bluechip Portfolio
The US Tech Bluechip Stack invests in pure Technology Internet companies th...
28.61% 3 year returns
Moderate High Risk
The Obvious Portfolio
The Obvious Portfolio Stack is comprised of the 6 of the most dominant Internet, Media & Technology ...
34.48% 3 year returns
Moderate High Risk
The Obvious Portfolio
The Obvious Portfolio Stack is comprised of the 6 of the most dominant Inte...
34.48% 3 year returns
Moderate High Risk
GlobalX Equity Portfolio
The Global X Equity Sector and Themes Portfolio provides exposure to thematic equity within a divers...
20.24% 2 year returns
High Risk
GlobalX Equity Portfolio
The Global X Equity Sector and Themes Portfolio provides exposure to themat...
20.24% 2 year returns
High Risk
Electric Vehicle Portfolio
The Electric Vehicles Stack is composed of companies involved in Electric Vehicle (EVs) technology, ...
22.14% 3 year returns
Moderate High Risk
Electric Vehicle Portfolio
The Electric Vehicles Stack is composed of companies involved in Electric V...
22.14% 3 year returns
Moderate High Risk
BayFort Capital Global Leaders
BayFort Capital manages a concentrated portfolio of the world’s top 15 unique and best companies wit...
26.06% 8 year returns
Moderate High Risk
BayFort Capital Global Leaders
BayFort Capital manages a concentrated portfolio of the world’s top 15 uniq...
26.06% 8 year returns
Moderate High Risk
