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.
8.03%
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 8.03
Max DD 28.2%
Sharpe Ratio 3.01
Rebalancing Frequency Quarterly
VaR 2.96%
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